In 2008, the UK’s leading investment management company, Brewin Dolphin, commissioned research to deepen its understanding of the views of individuals in the North East about Brewin Dolphin’s brand perception, service offerings and marketing activity. This research was required to inform its marketing planning, strategy and activities for 2009. In addition, Brewin Dolphin had recently moved office, rebranded and launched a variety of new marketing and PR campaigns in Newcastle.  The research measured increased awareness from rebranding and advertising, and sought to gather market feedback about the recent changes.

In November and December 2008, Acritas conducted 120 telephone interviews with respondents in two categories: those who had no previous relationship with Brewin Dolphin (non-clients); and those who refer work to Brewin Dolphin (referrers).   The findings have been used to direct future marketing and advertising activities and to communicate internally about the market’s needs.