News and views

At Charterhouse Research we believe in the concept of thought leadership. This means that we like to share ideas and thoughts. Many of these are specific to our clients, where we add real value.

Charterhouse Research Business Confidence Survey

The latest Charterhouse Research Business Confidence Survey shows small businesses are driving up confidence in the UK economy after June's Brexit vote.

Findings include:

· Charterhouse Business Confidence Index has risen to 59 (up from 57 in Q2), but down from 64 a year ago. 

· There has been a 5% rise in businesses feeling positive about the UK economy (47 to 52). Twenty per cent feel negative.

· Bigger companies are most positive, with an index of 60, compared with start-up businesses (58) and established SMEs (59).

· This quarter business confidence is up in four regions, with Midlands/East Midlands strongest (63). There has been a three-point drop in Scotland (49) and London (57).

For further access to any of the data, please contact Mark Dennis on 020 7868 1710 or 07887 567846 or email To see last quarter's Business Confidence Index results, click here.


Business confidence in the event of Brexit

With the EU referendum almost upon us, Charterhouse Research asked UK businesses how they feel about the potential of a Brexit. Charterhouse director Kathy Ellison has written a fascinating article focusing on opinions based on company size, region and sector. Read it here

If you have any queries or would like more information on the Business Confidence Index please contact Mark Dennis on 0870 787 4492 or email


Charterhouse wins Business Excellence award - again 

We’re delighted to announce that Charterhouse has won the 2016 Acquisition International magazine Business Excellence award as Best for Financial Services Market Research in the UK, for the second year running.

Julie Irwin, Charterhouse managing director, said: “The award is further recognition of the performance and abilities of the whole Charterhouse team in serving our clients across the banking, insurance and investment sectors, reflected in our consistent growth and increasing profitability over the past five years.”

Click here to read more

The factors behind the fall in business confidence 

Following the release of our Q4 2014 Business Confidence Index results (see below), we have had a number of enquiries and discussions about the reason for the fall in the index. We have produced this article which looks in depth at the factors contributing to the dip and takes the analysis one step further.

Look out for the Q1 2015 Business Confidence Index results which are due to be released in April 2015.

If you have any queries or would like more information on the Business Confidence Index please contact Mark Dennis on 0870 787 4492 or email

Charterhouse Research launches Fundamentals of Market Research Techniques Guide

We are often asked by our clients if we can talk through some key principles with their research teams – for example, what makes a good brief? This book is intended to be a basic step-by-step guide to market research techniques, designed for new-to-research client-side personnel and includes sections on:

•    The structure of an ideal market research brief
•    Main research methods available
•    Sampling considerations
•    Questionnaire design
•    Tables, weighting and statistical testing
•    Timelines
•    Outputs

To request your free copy of the e-book, please email

Charterhouse Research expands team with appointment of Teresa McGarry

Teresa McGarry, Charterhouse Research DirectorTeresa McGarry has recently joined a fast-growing Charterhouse Research as a Director, following a 14 year career at Accent Research. Skilled in both quantitative and qualitative research techniques, Teresa has over 20 years’ experience in a broad range of service sectors including utilities, healthcare and finance and has written a number of articles for Utility Week on water debt and social tariffs.

Teresa’s decision to join the Charterhouse team reflects her desire to specialise in financial services research and work hands on with major financial clients.

Julie Irwin, Charterhouse managing director said: “Teresa is a true research expert and her experience in research in the service sector combined with her capabilities in both qualitative and quantitative research makes her an ideal fit for our expanding ad-hoc research business.”

Old Mutual Wealth wins Charterhouse-sponsored New Product award at FSF Awards

Presentation of the Charterhouse Research-sponsored New Product, Service or Innovation award, won by Old Mutual WealthThe wine flowed freely and a good time was had by all at this year’s Financial Services Forum Annual Awards Dinner, held in the prestigious Guildhall in the City of London. The FSF is an independent organisation with the aim of improving the marketing effectiveness of its members, comprising senior marketing executives in financial service organisations and directors and partners of marketing services agencies operating in the financial sector.

As a long-term Forum member itself, Charterhouse Research was delighted to sponsor the award for New Product, Service or Innovation, won by Old Mutual Wealth for its innovative investment management model ‘WealthSelect’. Also commended was Just Retirement for the way it has transformed the delivery of online annuity sales through its ‘Online Annuity Planner’. Other nominees for the award were Aberdeen Asset Management, Barclays Bank and Hymans Robertson.

As well as sponsoring the award, Charterhouse had its own table for the evening and was joined by numerous clients who were treated to a humorous and provocative speech by LBC breakfast show host Nick Ferrari, while former England rugby star and Question of Sport team captain Matt Dawson showed he was still in good shape by running the tables and interviewing successful recipients of the awards. The evening was rounded off by the rather incongruous experience of a disco held in the amazing 1,000-year-old Crypt beneath the main building.

All in all a great evening! 

We have previously presented at the Financial Services Research Conference. Our slides are available here.


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