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

  • New Expert Information Product

  • Financial Brand Satisfaction Tracking

  • Luxury In-store Display

  • Understanding the use of Temporary Labour

  • Visitor Survey

  • Plasterboard Packaging Research

  • Affinities Partner

  • Comms testing alongside NPD

  • Communication: New and existing financial products

  • Mixed Media Advertising Analysis

  • Multi-national Usage & Attitude Survey

  • Revitalising Existing Brand

  • Sports Facility Survey

  • Development of the Direct Offering

  • Brand Development & Product Screening

  • Developing marketing materials for new products

  • Staff Surveys

  • Strategic Brand Development

  • Audience Development Plan

  • Reader Satisfaction

  • Marketing consultancy for direct insurance

  • Sentencers' Satisfaction Survey

  • Broker Relationship Survey

  • Public Consultation - Council Tax

  • Benchmarking Mystery Shopping

  • Cathedral Visitor Survey

  • Brand Development

  • Satisfaction Survey (Housing)

  • International Satisfaction & Development

  • Loyalty Scheme

  • Driving business growth

  • Help Desk Mystery Shopping

  • Brand Image Research

  • Website Development

  • Engaging adults back into education

  • Prototype Evaluation

  • Compliance Mystery Shopping

  • International Competitor Mystery Shopping

  • Housing Scheme Test

  • Product Development using Ethnography

  • Public Consultation - Waste

  • Understanding Attrition

  • Competitor Mystery Shopping

  • Service Delivery Mystery Shopping

  • Trade-off Pricing Research

  • Understanding Local Business Needs

  • Understanding Customer Pricing

  • Understanding the Sales Journey Experience from both sides

  • Adult Home Care Tracking Product Development

  • Tourism Focus Groups

  • Global Advertising Campaign

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