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

  • Understanding Customer Pricing

  • Sports Facility Survey

  • Staff Surveys

  • Compliance Mystery Shopping

  • Global Advertising Campaign

  • Cathedral Visitor Survey

  • Understanding Local Business Needs

  • Satisfaction Survey (Housing)

  • Website Development

  • Marketing consultancy for direct insurance

  • Benchmarking Mystery Shopping

  • Housing Scheme Test

  • International Competitor Mystery Shopping

  • Service Delivery Mystery Shopping

  • Reader Satisfaction

  • Visitor Survey

  • Understanding Attrition

  • Brand Development & Product Screening

  • Driving business growth

  • Engaging adults back into education

  • Public Consultation - Waste

  • Trade-off Pricing Research

  • Sentencers' Satisfaction Survey

  • New Expert Information Product

  • Tourism Focus Groups

  • Multi-national Usage & Attitude Survey

  • Brand Development

  • Communication: New and existing financial products

  • Prototype Evaluation

  • Revitalising Existing Brand

  • Loyalty Scheme

  • Plasterboard Packaging Research

  • Luxury In-store Display

  • Understanding the use of Temporary Labour

  • Audience Development Plan

  • International Satisfaction & Development

  • Adult Home Care Tracking Product Development

  • Help Desk Mystery Shopping

  • Brand Image Research

  • Comms testing alongside NPD

  • Competitor Mystery Shopping

  • Product Development using Ethnography

  • Development of the Direct Offering

  • Affinities Partner

  • Financial Brand Satisfaction Tracking

  • Strategic Brand Development

  • Developing marketing materials for new products

  • Public Consultation - Council Tax

  • Broker Relationship Survey

  • Understanding the Sales Journey Experience from both sides

  • Mixed Media Advertising Analysis

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