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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

  • New Expert Information Product

  • Website Development

  • Brand Development

  • Service Delivery Mystery Shopping

  • Compliance Mystery Shopping

  • Understanding Attrition

  • Comms testing alongside NPD

  • Understanding Customer Pricing

  • Understanding the Sales Journey Experience from both sides

  • Tourism Focus Groups

  • Sentencers' Satisfaction Survey

  • Reader Satisfaction

  • Communication: New and existing financial products

  • Trade-off Pricing Research

  • Prototype Evaluation

  • Affinities Partner

  • Audience Development Plan

  • Sports Facility Survey

  • International Competitor Mystery Shopping

  • Development of the Direct Offering

  • Brand Development & Product Screening

  • Luxury In-store Display

  • Help Desk Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Global Advertising Campaign

  • Understanding Local Business Needs

  • Loyalty Scheme

  • Satisfaction Survey (Housing)

  • Plasterboard Packaging Research

  • Multi-national Usage & Attitude Survey

  • Benchmarking Mystery Shopping

  • Visitor Survey

  • Mixed Media Advertising Analysis

  • Marketing consultancy for direct insurance

  • Brand Image Research

  • Staff Surveys

  • Financial Brand Satisfaction Tracking

  • Representative panel building

  • Strategic Brand Development

  • Engaging adults back into education

  • Driving business growth

  • Revitalising Existing Brand

  • Cathedral Visitor Survey

  • Developing marketing materials for new products

  • Broker Relationship Survey

  • Public Consultation - Waste

  • Understanding the use of Temporary Labour

  • Housing Scheme Test

  • International Satisfaction & Development

  • Product Development using Ethnography

Contact Phoenix MRC


+44 (0) 1242 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.

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