Our Team

Charterhouse Research was founded in 2004 by four leading financial market researchers.

We now have a team of eight senior project directors, who together have more than 100 years’ experience in research in financial markets, including both client side and agency experience.

Over the years we have always retained the same philosophy: that people are as important as process. Our unique approach delivers real quality and insight, achieved through building a team with detailed sector knowledge, specialist qualitative and quantitative research expertise and, crucially, genuine hands-on director involvement throughout every project.

Please click on the photos to read more.

Julie Irwin
Managing Director

Julie Irwin

Julie Irwin, Managing director, designs and manages studies in insurance, investment and mortgage markets. Before jointly founding Charterhouse, Julie was a director of TNS Financial & Professional Services following the acquisition of NFO WorldGroup by TNS Global, jointly heading a division specialising in banking, investment, mortgages, insurance, pensions and employee benefits.

Prior to its takeover by NFO Financial, Julie was a director of City Research Group Plc, responsible for life, pensions and investment research and was previously a senior executive at Marplan and Gordon Simmons (now ORC). Julie has an MA in Marketing from Lancaster University and is a Certified Member of the Market Research Society (CMRS).

t: 0870 787 4494, e: julie@charterhouse-research.co.uk
Find me on LinkedIn

Mark Dennis
Director

Mark Dennis

Mark Dennis, Director, specialises in banking research including new service development. Previously senior partner of MDA Marketing Research, now part of Charterhouse Research, Mark established a reputation for innovative studies in financial markets. Before founding MDA in 1998, Mark was a director of City Research Group Plc responsible for custom research in corporate and investment banking, and mortgage markets.

Previously deputy managing director of Carter Research, a senior researcher at TSB Bank and GfK, and a banker at Barclays, Mark has the Diploma of the Chartered Institute of Bankers and is a Certified Member of the Market Research Society (CMRS).

t: 0870 787 4492, e: mark@charterhouse-research.co.uk
Find me on LinkedIn

Sara McFadzean
Director

Sara McFadzean

Sara McFadzean, Director, designs and manages studies in banking, asset finance and business services. A director of TNS Financial & Professional Services and of NFO Financial Services before jointly founding Charterhouse, Sara jointly headed a research division where she managed a major programme of multi-client business banking studies in addition to custom research in banking and related markets.

Until its merger into NFO Financial, Sara was a director of City Research Group Plc responsible for its banking research programme and was previously a senior research executive at Harris Research. Sara has a BSc in Biology from Liverpool University and is a Certified Member of the Market Research Society (CMRS).

t: 0870 787 4491, e: sara@charterhouse-research.co.uk
Find me on LinkedIn

Mervyn Flack
Director

Mervyn Flack

Mervyn Flack, Director, has focused on financial marketing research for over 20 years, developing a range of financial research studies and multi-client research programmes in banking, insurance and investment markets. Founder chairman and chief executive of City Research Group Plc until its merger into NFO WorldGroup in 2001, Mervyn is one of the Charterhouse founder directors, with responsibility for research standards and finance.

A professionally-qualified statistician and Fellow of the Royal Statistical Society (FIS), he has presented many conference and seminar papers and articles on market research in banking, insurance and investment markets including new product development and customer satisfaction. He is a Fellow of the Market Research Society (FMRS).

t: 0870 787 4493, e: mervyn@charterhouse-research.co.uk
Find me on LinkedIn

Kate Turner
Director

Kate Turner

Kate Turner, Director, joined Charterhouse Research in 2005 from Commonwealth Bank of Australia in Sydney where she was Research Manager and now works as a Project Director in research on banking, savings/investment and mortgage markets.

Previously a group manager at NFO WorldGroup and at City Research where she worked on business banking and investment markets with the team that founded Charterhouse Research, Kate has a BA (Hons) degree in Social Policy and Administration from the University of Central Lancashire and is a Member of the Market Research Society (MMRS).

t: 0870 787 4497 e: kate@charterhouse-research.co.uk
Find me on LinkedIn

Kathy Ellison
Director

 

Kathy Ellison manages projects across all financial markets, with particular expertise in the General Insurance sector and in customer experience, product development and market understanding.

She joined us from Ecclesiastical Insurance where she was Head of Insight and Product Development, responsible for using insight to guide decision making and for leading and prioritising complex product change programmes. She has 20 years of experience in client-side financial services insight, working previously for Alliance and Leicester Bank (Santander) and Eagle Star (Zurich) and experience in small and large research agencies. Kathy has a BSc (Hons) degree in Geography from Bristol University and is a Member of the Market Research Society (MMRS).


t: 0870 787 4469 e: kathy@charterhouse-research.co.uk

Find me on LinkedIn

Teresa McGarry
Director

Teresa McGarry

Teresa McGarry joined Charterhouse Research following a 14-year career at Accent Research. Teresa has over 20 years’ experience in research and is skilled in both quantitative and qualitative research techniques.

Teresa has experience of conducting research 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. Teresa has a BSc (Hons) Sociology (with Law and Psychology) from Brunel University and an MSc Applied Computing Technology from Middlesex University.

Marta Kovacs
Director

Teresa McGarry

Marta Kovacs, the former head of research at Clydesdale/Yorkshire Bank, has joined Charterhouse Research as a Director to help develop new multi-client studies and ad hoc research for its financial sector clients.

Before joining Clydesdale/Yorkshire, Marta was head of customer experience research at Barclays RBB and her previous appointments include senior manager, customer insights at Norwich Union Life (now Aviva) and associate director at Harris Research Centre.

t: 0870 787 4471, e: martakovacs@charterhouse-research.co.uk

Sue Lewis
Research Director

Sue Lewis

Sue Lewis, Research Director, joined Charterhouse Research in 2006. Sue has over 15 years’ research experience, including six years on the client side, most recently at BUPA and in business banking at Barclays as senior market research manager.

Sue was previously an associate director at City Research, managing a range of banking and investment research projects. Sue has a BSc (Hons) degree in Sociology from the University of Southampton and is a Certified Member of the Market Research Society (CMRS).

t: 0870 787 4498, e: sue@charterhouse-research.co.uk
Find me on LinkedIn

Philippa Whitham
Associate Director

Philippa Whitham

Philippa Whitham, Associate Director, joined Charterhouse Research in 2014. Philippa has more than 20 years' research experience gained agency side, having previously worked for Maritz Research, TNS and Infratest Burke/NFO. She has considerable experience in managing large, complex continuous research programmes, with particular expertise in customer satisfaction.

Philippa has a BA (Hons) degree in Mathematics and Management Studies from Brunel University and is a Member of the Market Research Society (MMRS).

t: 0870 787 4476, e: philippa@charterhouse-research.co.uk

Find me on LinkedIn

Julie Cooper
Associate Director


Julie Cooper, Associate Director, joined Charterhouse Research from Ipsos MORI where she worked in the market understanding team for nearly two years. Prior to Ipsos Mori she spent 13 years in the Financial Services Division of TNS as a project manager on a mix of quantitative ad-hoc, tracking studies and syndicated research in both B2C and B2B markets. Her financial services experience spans retail, commercial and corporate banking both in UK and overseas. Julie has considerable experience in project managing both multi-client business banking studies and brand health trackers.

She studied Economic & Social History (BA (Hons)) at University of Kent and is a Member of the Market Research Society (MMRS).

t: 0870 787 4421, e: juliecooper@charterhouse-research.co.uk 

Helen Davey
Research Manager


Helen Davey has joined Charterhouse Research as Research Manager to strengthen the team managing the company’s growing multi-client research programme, including the continuous Business Banking Survey and its extension into new markets. 

Previously a managing consultant in syndicated research at TNS, an account manager at NFO and client service executive at PAS/Infratest Burke, Helen has a reputation for building strong client relationships and delivering important insights from large scale syndicated research.

t: 0870 787 4472, e: helendavey@charterhouse-research.co.uk