The Yardstick Agency

Delivering marketing excellence to the financial services profession

Get in touch

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.”

Read More
client-logo

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."

Read More
client-logo

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!”

Read More
client-logo

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."

Read More
client-logo

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.”

Read More
client-logo

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.

Read More
client-logo

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.

Read More
client-logo

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.

Read More
client-logo

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.

Read More
client-logo

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.

Read More
client-logo

Our core values

Our core values guide us, informing every decision we make

value-icon

Core Value #1

We freely share our knowledge to help financial advisers and planners improve their marketing

value-icon

Core Value #2

We strive to be ‘good eggs’; taking care of ourselves, each other, our clients and the wider community

value-icon

Core Value #3

We aim to be the ‘go-to’ financial services marketing agency by exceeding expectations and embracing innovation

value-icon

Core Value #4

We give feedback constructively and accept it graciously; learning from it and incorporating it into our future work

value-icon

Core Value #5

We instil confidence in our clients by delivering consistently high-quality work on time

value-icon

Core Value #6

Our passion is reflected in the quality of our work and the subsequent success of our clients

value-icon

Core Value #7

We communicate with each other and our clients effectively; listening carefully, speaking honestly and offering encouraging advice

value-icon

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

Request a callback

Whatever your marketing challenges, we're here to help. Simply complete this form and we'll be in touch.

    Blog

    Hints, tips & ideas to improve your marketing

    Stay in touch

    Newsletter

    Sign up to receive our hints, tips & ideas to improve your marketing.
    As you’d expect, we’ll never pass your details to anyone else and if you don’t like what we have to say, you can unsubscribe at any time.