Skip navigation

Financial Services

Make better decisions for your financial products with our unique expertise and tools.

Enable strategic decisions

Financial clients presents unique challenges due to their complex and often sensitive nature. We have the experience to understand these challenges and the tools to provide the solutions financial businesses need.

Our executives understand the unique language of the UK regulatory environment and we know that how you treat your customers is high on the regulatory agenda. We provide input to demonstrate compliance with regulation through mystery shopping; broker, IFA and consultant surveys; customer experience and pricing, communications research, contact centre performance and improvement programmes as well as traditional research methodologies.

Case Studies

  • Engaging adults back into education

  • Housing Scheme Test

  • New Expert Information Product

  • Adult Home Care Tracking Product Development

  • Brand Development & Product Screening

  • Compliance Mystery Shopping

  • Public Consultation - Waste

  • Sentencers' Satisfaction Survey

  • Financial Brand Satisfaction Tracking

  • Marketing consultancy for direct insurance

  • Help Desk Mystery Shopping

  • Website Development

  • Understanding the use of Temporary Labour

  • Understanding Local Business Needs

  • Visitor Survey

  • Comms testing alongside NPD

  • Tourism Focus Groups

  • Brand Image Research

  • Strategic Brand Development

  • Revitalising Existing Brand

  • Global Advertising Campaign

  • Reader Satisfaction

  • International Satisfaction & Development

  • Sports Facility Survey

  • Mixed Media Advertising Analysis

  • Trade-off Pricing Research

  • Understanding Attrition

  • Audience Development Plan

  • Broker Relationship Survey

  • Multi-national Usage & Attitude Survey

  • Product Development using Ethnography

  • Competitor Mystery Shopping

  • Development of the Direct Offering

  • Prototype Evaluation

  • Developing marketing materials for new products

  • Communication: New and existing financial products

  • Plasterboard Packaging Research

  • Brand Development

  • Public Consultation - Council Tax

  • Driving business growth

  • Benchmarking Mystery Shopping

  • International Competitor Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Satisfaction Survey (Housing)

  • Understanding Customer Pricing

  • Luxury In-store Display

  • Loyalty Scheme

  • Service Delivery Mystery Shopping

  • Affinities Partner

  • Staff Surveys

  • Cathedral Visitor Survey

Contact Phoenix MRC


01242 256816



Whithorne House / London Road / Cheltenham / Gloucestershire / GL52 6UY

Find us

"Phoenix Research, and in particular Susan, make the act of market research effortless. Susan spent quality time with us at all stages of the process, thinking thorough all angles and issues relevant to the particular project. Her communication is fantastic and particularly at the start of the process where regular conversations meant we were all comfortable with the direction of the research, it meant Phoenix were fully up to speed on the market, the audience, the issues in terms of budget and timeframes and it meant the whole process thereafter was easy! Susan works in a very collaborative way throughout, there are no surprises, and she clearly brings a wealth of experience and ideas to the table. Would highly recommend."

 Tracy Adams, Cirencester Family Society

Ready to find out more?

Contact us to discover how we can help your business today.

Get in touch