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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

  • Website Development

  • Sports Facility Survey

  • International Competitor Mystery Shopping

  • Audience Development Plan

  • Help Desk Mystery Shopping

  • Strategic Brand Development

  • New Expert Information Product

  • Driving business growth

  • Brand Development & Product Screening

  • Communication: New and existing financial products

  • Satisfaction Survey (Housing)

  • Revitalising Existing Brand

  • Public Consultation - Waste

  • Compliance Mystery Shopping

  • Loyalty Scheme

  • Understanding Customer Pricing

  • Reader Satisfaction

  • Understanding the use of Temporary Labour

  • Competitor Mystery Shopping

  • Luxury In-store Display

  • Engaging adults back into education

  • International Satisfaction & Development

  • Brand Development

  • Housing Scheme Test

  • Multi-national Usage & Attitude Survey

  • Broker Relationship Survey

  • Affinities Partner

  • Global Advertising Campaign

  • Development of the Direct Offering

  • Cathedral Visitor Survey

  • Benchmarking Mystery Shopping

  • Tourism Focus Groups

  • Financial Brand Satisfaction Tracking

  • Public Consultation - Council Tax

  • Developing marketing materials for new products

  • Marketing consultancy for direct insurance

  • Plasterboard Packaging Research

  • Staff Surveys

  • Comms testing alongside NPD

  • Service Delivery Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Mixed Media Advertising Analysis

  • Understanding the Sales Journey Experience from both sides

  • Product Development using Ethnography

  • Understanding Attrition

  • Prototype Evaluation

  • Visitor Survey

  • Sentencers' Satisfaction Survey

  • Trade-off Pricing Research

  • Understanding Local Business Needs

  • Brand Image Research

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

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

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