Full marketing services for financial advisers & planners

The Yardstick Agency

Marketing excellence for the financial services profession

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

"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

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

Altura Mortgage Finance

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

James Mackay

Independent Financial Adviser & Managing Director

"If you’re a financial services firm looking for marketing experts, The Yardstick Agency should be your first call.”

Tom Orchard

Independent Financial Adviser

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

Alasdair Walker

Chartered Financial Planner, Hunter 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.”