The Yardstick Agency
Delivering marketing excellence to the financial services profession
We’ll be your marketing department or support your in-house team.
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We work with...
Advisers, planners and the wider financial services profession
About us
“Be a yardstick of quality” – Steve Jobs
We’re the UK’s highest-rated marketing agency specialising in financial services.
We help financial planners, investment managers and product providers to market their businesses more effectively.
We know that financial advisers and planners change the lives of their clients. We also know that many firms sometimes need help with their marketing. So, whether it’s websites or branding, newsletters or social media, you can rely on us to use our financial services knowledge and experience to deliver great marketing outcomes.
We work strategically with firms, too. We’ll start by putting solid marketing foundations in place. Once that’s done, we’ll then design and implement a strategy to achieve your goals.
Whether you’ve got a specific marketing challenge, need a strategy to deliver business growth, or just feel that something is missing, get in touch. We’re here to help.
Hear from our clients
Working with some great businesses.
Founder & Financial Planner, 4 Financial Planning
"The brand, logo and website has hit the brief perfectly and I couldn’t be happier! I wouldn’t hesitate to recommend them.”
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Managing Director, NextWealth
"They were a delight to work with – super responsive to our requests and also brought lots of good ideas to the table."
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Managing Director, Altura Mortgage Finance
"Best of all, their results driven approach is both refreshing and helping us achieve real goals. Thank you Yardstick!”
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Director and Financial Planner, Annetts & Orchard
"I’m a big Yardstick fan now and look forward to working with them on future projects."
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Managing Director, Handford Aitkenhead & Walker
"We have felt like collaborators, rather than customers, and feel like Phil and his team has a vested interest in our marketing success that far exceeds his fee.”
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Financial Planner, IQ Financial
We were lucky to be referred to Yardstick last year. We are delighted we hired them. They have specialist knowledge designed specially to help Financial Planning businesses like ours.
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Head of Marketing, Ellis Bates Financial Advisers
Phil's style is informed, humorous and collaborative. The content is punchy, relevant, a go-to guide on how to create more recommendations and prompts action with no exceptions. Great workshop.
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Financial Planner and Founder, Delaunay Wealth
I am absolutely delighted with all the work the Yardstick team has done for us and am very excited about how this will drive our new business/client acquisition in future. I would highly recommend them to any financial planning firm that takes their business seriously.
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Director and Financial Planner, Insight Wealth
Great to work with a good professional outfit that had provided us direction and clear thinking in marketing our business effectively to obtain quality new clients.
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Director & Financial Planner, Citygate Financial Planning
A thorough and excellent service. Phil and his team know exactly what to do, how to do it and when to do it. We very much look forward to working together more in the future.
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We offer...
Marketing services for advisers, planners and the wider financial services profession
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Websites for advisers & planners
Bespoke websites built specifically for you.
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Yardstick Membership
Blogs, newsletters and guides delivered with your branding.
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The ‘Made Simple’ service
A complete service to get new businesses off to a great start.
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The ‘Pick & Mix’ service
A list of services for existing firms to pick from
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Marketing strategy
Strategy and hands-on support for growth orientated firms.
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Our core values
Our core values guide us, informing every decision we make
Core Value #1
We freely share our knowledge to help financial advisers and planners improve their marketing
Core Value #2
We strive to be ‘good eggs’; taking care of ourselves, each other, our clients and the wider community
Core Value #3
We aim to be the ‘go-to’ financial services marketing agency by exceeding expectations and embracing innovation
Core Value #4
We give feedback constructively and accept it graciously; learning from it and incorporating it into our future work
Core Value #5
We instil confidence in our clients by delivering consistently high-quality work on time
Core Value #6
Our passion is reflected in the quality of our work and the subsequent success of our clients
Core Value #7
We communicate with each other and our clients effectively; listening carefully, speaking honestly and offering encouraging advice
Core Value #8
We all play our part in building a fun and constructive environment, conducive to personal development and producing great results for our clients
Get in touch
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Whatever your marketing challenges, we're here to help. Simply complete this form and we'll be in touch.
