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

  • Tourism Focus Groups

  • Housing Scheme Test

  • Adult Home Care Tracking Product Development

  • Affinities Partner

  • Reader Satisfaction

  • Comms testing alongside NPD

  • Understanding Local Business Needs

  • Understanding Customer Pricing

  • Website Development

  • Financial Brand Satisfaction Tracking

  • Strategic Brand Development

  • Developing marketing materials for new products

  • Visitor Survey

  • Prototype Evaluation

  • Brand Development & Product Screening

  • Public Consultation - Council Tax

  • Mixed Media Advertising Analysis

  • International Competitor Mystery Shopping

  • Help Desk Mystery Shopping

  • Competitor Mystery Shopping

  • Public Consultation - Waste

  • New Expert Information Product

  • Engaging adults back into education

  • Brand Image Research

  • Global Advertising Campaign

  • Marketing consultancy for direct insurance

  • Broker Relationship Survey

  • Service Delivery Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Sentencers' Satisfaction Survey

  • Compliance Mystery Shopping

  • Luxury In-store Display

  • Understanding Attrition

  • Driving business growth

  • Brand Development

  • Benchmarking Mystery Shopping

  • Plasterboard Packaging Research

  • Communication: New and existing financial products

  • Development of the Direct Offering

  • Cathedral Visitor Survey

  • Revitalising Existing Brand

  • Understanding the Sales Journey Experience from both sides

  • International Satisfaction & Development

  • Product Development using Ethnography

  • Sports Facility Survey

  • Loyalty Scheme

  • Understanding the use of Temporary Labour

  • Staff Surveys

  • Trade-off Pricing Research

  • Audience Development Plan

  • Satisfaction Survey (Housing)

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