Full marketing services for financial advisers & planners

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

New start
businesses

Launching a new financial planning business is an exciting time. From branding and stationery, through to your website and proposition documents, we’ll make sure your marketing gets off to a flying start.

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Existing
advisory businesses

We are financial services specialists, so your marketing is in safe hands with us. Whether it’s specific tasks such as a new website or a comprehensive marketing strategy, you can count on us to deliver.

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Support
service providers

Financial advisers and planners need the support of a wide range of organisations. We help networks, compliance consultants and a range of other service providers raise their profile in the professional community.

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Product providers &
investment managers

Our services aren't limited to financial advisers and planners. We help other financial services businesses too. Ensuring they reach their target audience and successfully promote their proposition.

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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.

Ian Else

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.”

Heather Hopkins

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."

Rob Gill

Managing Director, Altura Mortgage Finance

"Best of all, their results driven approach is both refreshing and helping us achieve real goals. Thank you Yardstick!”

Tom Orchard

Director and Financial Planner, Annetts & Orchard

"I’m a big Yardstick fan now and look forward to working with them on future projects."

Alasdair Walker

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.”

ENDA BRADY

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.

JAYNE GRAVES

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.

LLOYD FRENCH

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.

JASON MCCONKEY

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.

GUY SKINNER

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.