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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

  • Public Consultation - Waste

  • Revitalising Existing Brand

  • Brand Image Research

  • Visitor Survey

  • Loyalty Scheme

  • Engaging adults back into education

  • Housing Scheme Test

  • Service Delivery Mystery Shopping

  • Driving business growth

  • Website Development

  • Luxury In-store Display

  • Plasterboard Packaging Research

  • Brand Development

  • Tourism Focus Groups

  • Global Advertising Campaign

  • Mixed Media Advertising Analysis

  • Satisfaction Survey (Housing)

  • Sentencers' Satisfaction Survey

  • Affinities Partner

  • Marketing consultancy for direct insurance

  • Comms testing alongside NPD

  • Understanding the Sales Journey Experience from both sides

  • Understanding Local Business Needs

  • International Competitor Mystery Shopping

  • Strategic Brand Development

  • Sports Facility Survey

  • Financial Brand Satisfaction Tracking

  • Understanding Customer Pricing

  • Cathedral Visitor Survey

  • Development of the Direct Offering

  • Reader Satisfaction

  • Communication: New and existing financial products

  • Benchmarking Mystery Shopping

  • Understanding the use of Temporary Labour

  • Staff Surveys

  • Product Development using Ethnography

  • Trade-off Pricing Research

  • Brand Development & Product Screening

  • Understanding Attrition

  • Developing marketing materials for new products

  • Public Consultation - Council Tax

  • Compliance Mystery Shopping

  • Audience Development Plan

  • Prototype Evaluation

  • International Satisfaction & Development

  • Broker Relationship Survey

  • Help Desk Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Multi-national Usage & Attitude Survey

  • New Expert Information Product

  • Competitor Mystery Shopping

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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