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

  • Engaging adults back into education

  • Prototype Evaluation

  • Plasterboard Packaging Research

  • Tourism Focus Groups

  • Competitor Mystery Shopping

  • Luxury In-store Display

  • Understanding Customer Pricing

  • Cathedral Visitor Survey

  • Understanding Attrition

  • Brand Development

  • Visitor Survey

  • Compliance Mystery Shopping

  • Understanding the use of Temporary Labour

  • Loyalty Scheme

  • Trade-off Pricing Research

  • Sentencers' Satisfaction Survey

  • Communication: New and existing financial products

  • Audience Development Plan

  • Marketing consultancy for direct insurance

  • Satisfaction Survey (Housing)

  • International Competitor Mystery Shopping

  • Staff Surveys

  • Understanding Local Business Needs

  • Help Desk Mystery Shopping

  • Development of the Direct Offering

  • Developing marketing materials for new products

  • Comms testing alongside NPD

  • Public Consultation - Council Tax

  • Mixed Media Advertising Analysis

  • Benchmarking Mystery Shopping

  • Housing Scheme Test

  • New Expert Information Product

  • Sports Facility Survey

  • Adult Home Care Tracking Product Development

  • Product Development using Ethnography

  • Website Development

  • Brand Image Research

  • Brand Development & Product Screening

  • Understanding the Sales Journey Experience from both sides

  • Revitalising Existing Brand

  • Public Consultation - Waste

  • Driving business growth

  • Service Delivery Mystery Shopping

  • Global Advertising Campaign

  • Broker Relationship Survey

  • Financial Brand Satisfaction Tracking

  • Multi-national Usage & Attitude Survey

  • Reader Satisfaction

  • Strategic Brand Development

  • Affinities Partner

  • International Satisfaction & Development

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