“We chose Yardstick, having heard great things from other financial planners who had worked or were working with them. The process of producing a new website for us was exactly as I had hoped. Phil came to meet me and we spent an afternoon discussing the business and who our target market was. A week later we were shown the site in terms of colour, graphics and layout. Myself and Steve were pleased with the professional look of the site. The Yardstick team then wrote the copy for the site and completed the addition of blogs that we had provided and suitable photos. On delivery of the site, we were delighted with it. The site was better than I had envisaged. It said everything I wanted to say to our potential clients. A month on and we have had excellent feedback from others about the site and have received our first direct referral.”
Chartered Financial Planner & Head of Financial Planning
“Well impressed, if only everyone was so efficient.”
Taylor & Taylor
"I have been following Phil and The Yardstick Agency on social media and podcast appearances for a while now and have always been very impressed with their content and how much they are willing to share. This year we needed some business documents designing and although until now I’ve always been a DIYer with these things, decided it was time to reach out to the professionals. Well it was certainly one of my better decisions! Dan and the team have been excellent, really taking the time to get to know us and how we are work, pulling it altogether into the production of the best looking documents we have ever had. I’m so proud of them I can’t wait to show them off! I’m a big Yardstick fan now and look forward to working with them on future projects."
Annetts & Orchard
Independent Financial Adviser
"I have been working with Phil and the team at Yardstick for six months now. During that time, they have re-designed my logo, built my website and written all the content. The website not only looks great, but tells the real story of how I want my firm to be perceived and the clients we wish to work with. I am delighted with the results and this has been reflected in the feedback I have received from my peer group and clients.
I believe that Phil’s agency is very competitive in this space, often going the extra mile, providing content or advice without charge, although I am sure he will not like me saying this!"
Director & Chartered Financial Planner, Otter Financial Services
"Phil and the Yardstick have been absolutely brilliant in helping me set up what is a fantastic, professional website – that’s not me saying it, that’s from my peer group. At the same time, when things went a bit sideways, I saw the servicing element of The Yardstick Agency, how quickly things were resolved and at all times, I was kept informed. I have total faith in Phil and his team."
Director, VS Associates
“Yardstick came highly recommended to us and from day one they have demonstrated why. They’ve driven the project from off and have been a pleasure to work with. Our new website, the first stage of our work together, has come in on time and in budget. Communication along the way has been first rate and the Yardstick team provide fantastic support, with plenty of added value along the way. We’ve been delighted with the results and the feedback from our adviser clients has been great. There’s still plenty more to do and very much looking forward to it.”
Business Development Manager, IBOSS
"In the six months that I have worked with Yardstick I have not failed to be impressed by their creativity, resourcefulness and attentiveness. The work undertaken by Phil and Michael to write, design and develop six new websites in a very short space of time was nothing short of brilliant.
Phil's knowledge of the financial services industry is second-to-none, and this, combined with his strategic marketing experience makes him an extremely valuable resource."
Marketing Manager, Beaufort Group
“We were aware of Phil and Yardstick via his blog. As we were looking for help in regard to our branding and also wanting to launch a new website, we contacted Phil as he is an expert in financial services.
The task seemed rather daunting. But from the outset Phil and his team provided guidance and inspiration, and they always kept us informed where they were in terms of finishing the project. They also dealt with our internal compliance requirements in a professional and timely manner. We couldn’t be happier with the final results and truly believe it was money well spent and we look forward to working with Yardstick in the future.”
Independent Financial Planners, Vision West & Wales
“I first came across Phil on a podcast on marketing strategy and got in touch with him to arrange a meeting. From the outset it was clear that he not only understood marketing, but also the financial advice profession and our business. We focused on strategy at outset, which was a key area we had not properly considered previously, articulating the types of clients we were interested in speaking to, and used this as the basis for further planning and design work.
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.”
Chartered Financial Planner, Hunter Aitkenhead & Walker
“I was particularly impressed with the time Yardstick took to understand more about me, my business, my philosophy and what I was looking to achieve. This process meant the end result really was a true reflection of me and my business which I am delighted about.
I would therefore have no hesitation in recommending Phil and The Yardstick Agency. The service is personal, efficient, great value for money and the end result will no doubt be very impressive indeed.”
Founder & Director, Red 7 Financial Management
“After speaking with a few marketing firms, the Yardstick team easily stood out as being the most knowledgeable, creative flair, inspiration and they fully understood what vision we were trying to create. We started with almost a blank piece of paper but within a few weeks we had a website draft, and other ideas which helped us to see our business strategy coming alive.
I would recommend the Yardstick team to anyone who is looking for a very high quality and reliable service. My clients who have seen the work have all commented on how professional and high quality our virtual shop window looks."
Director & Financial Planner, Sustainable Wealth