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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

  • Adult Home Care Tracking Product Development

  • Broker Relationship Survey

  • Mixed Media Advertising Analysis

  • Cathedral Visitor Survey

  • International Competitor Mystery Shopping

  • Developing marketing materials for new products

  • Understanding the use of Temporary Labour

  • Help Desk Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Understanding Attrition

  • Brand Development & Product Screening

  • Public Consultation - Council Tax

  • Understanding Customer Pricing

  • Benchmarking Mystery Shopping

  • Brand Development

  • Trade-off Pricing Research

  • Comms testing alongside NPD

  • Marketing consultancy for direct insurance

  • Tourism Focus Groups

  • Audience Development Plan

  • Housing Scheme Test

  • Multi-national Usage & Attitude Survey

  • Communication: New and existing financial products

  • Product Development using Ethnography

  • Brand Image Research

  • Strategic Brand Development

  • Sentencers' Satisfaction Survey

  • Driving business growth

  • Service Delivery Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Competitor Mystery Shopping

  • Understanding Local Business Needs

  • Revitalising Existing Brand

  • Loyalty Scheme

  • Luxury In-store Display

  • Satisfaction Survey (Housing)

  • Affinities Partner

  • Engaging adults back into education

  • Compliance Mystery Shopping

  • Global Advertising Campaign

  • Visitor Survey

  • Prototype Evaluation

  • Reader Satisfaction

  • Staff Surveys

  • Website Development

  • International Satisfaction & Development

  • Sports Facility Survey

  • New Expert Information Product

  • Development of the Direct Offering

  • Plasterboard Packaging Research

  • Public Consultation - Waste

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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