We blend quantitative data with tailored focus groups, interviews and customer feedback
to build a meaningful picture of what customers think about the world of finance.


Some of our clients

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Consumer Investment Awards 2019 

15,000+ public votes. 8 highly sought-after awards.

The UK investment market met The Great Gatsby at our Consumer Investment Awards 2019 on 5th June. Taking the judging process out of the boardroom and placing it in the hands of real, everyday investors, this is one award show that can truly claim to be for the consumer, by the consumer.



Annual Conference

You’ve been to investment conferences before. But they were nothing like this one.

Join us to have your perceptions of our industry challenged by innovators and experts in adjacent fields. Tap into behavioural economics, sociolinguistics, even neuroscience, to learn from other booming businesses. And discover the latest in what customers like and expect. Read more...

Women Investing - Insights Deck

If you want to conduct a deeper dive into customers by gender, our deck will help, with updated data & insights from 2019.
How do women’s attitudes to investing differ from those of men’s? What investments do they have? What features and messages attract them to particular products? How can you tip them into taking action?

Fifty Shades of Advice Report

As the FCA kicks off a review into FAMR and the RDR, our Fifty Shades of Advice Report takes a fresh look at what consumers want and need. Against a backdrop of digital development, pension freedoms, auto enrolment and general growth in the DIY investment market, how have needs for advice morphed and changed.

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