Combining research know-how with detailed financial sector knowledge

Turning insight into action

Our unique approach

Our directors combine research know how with detailed market sector knowledge to deliver commercially-orientated actionable results. When you work with Charterhouse Research, you only deal with highly experienced Directors. Every project is managed hands-on by Directors from start to finish. 
Research ServicesSector expertiseOur clients

Multi-client studies

Business Banking Survey
Our flagship GB and Northern Ireland Business Banking Surveys:  over 15,000 telephone interviews annually among businesses from start-ups to major corporates assessing all aspects of their banking relationships. Recognised by banks, regulators and government as the key monitor of the UK banking market for businesses up to £1bn turnover. 

All the major UK banking groups subscribe to this programme, as well as some of the newer challenger banks. It is designed as a complete market overview to inform business strategy and provide tactical feedback for action planning. The data is also used by management consultants and other professional firms and was used extensively by the Competition & Markets Authority during its investigation of the UK banking market in 2016.
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Business Payments Survey
Our new SME Business Payments Survey:  comprising 3 surveys in one programme:  the General Payments Survey, the Company Card Payments Survey and the Card Acceptance Survey based on telephone interviews with 5,000 SMEs annually.  

In addition to monitoring payment trends, payment providers used and future payment intentions, this study also benchmarks performance of individual providers at both a high level (using Key Performance Indicators) and at a diagnostic level via detailed service ratings
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BrandVue Financial Services
Find out what’s behind your organisation’s brand and performance – and that of your competitors’ with daily surveys to 60,000 consumers.

We review across 120+ financial
brands in the UK tracking perception.
Contact Kathy Ellison to find out more >
Mortgage Intermediary Survey
Intermediary distribution remains both a key and growing channel for UK mortgage business. It is essential for lenders to keep abreast of intermediary needs, motivations and behaviours in a market of increased competition where new technologies are being employed to increase efficiency and speed of service.  

The Charterhouse Research Mortgage Intermediary Survey 2018 is the most robust barometer of intermediary opinion available delivering crucial metrics and insight to help lenders achieve a competitive edge and deliver enhanced ROI on marketing activities. As a multi-client programme of research, this is available at a fraction of the cost of commissioning your own bespoke research in this market.
Contact Kate Turner to find out more >

Case studies

Understanding the role of aggregators in life insurance decision making

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Over 50s Life Cover Proposition Development

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New Retirement Product Research

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Monitoring Service Excellence in Private Banking

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IFA Brand and Advertising Tracking

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Exploring the link between spare cash and happiness

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Latest publications

Business Bank Switching: The impact of CASS

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Business confidence increases for second consecutive quarter

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Open Banking

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Does your literature pass the stress test?

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Charterhouse Research is part of MIG Global and part of the Next15 Group.

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