Adviser Website Index

Compare your website’s performance

We provide this adviser website index because a website plays a crucial part in the marketing strategy of most financial advisers and planners. To be able to compare your performance with your competition can also be hard.

However, until now, it has been impossible to know how your site compares to those of other advisers.

The Yardstick Adviser Website Index solves that problem by collecting data from adviser websites. It then shows you the average performance for a range of key performance indicators.

To use the index, simply enter your statistics taken from Google Analytics to compare your performance. This is a free tool, which shows you key information about your website and how your site compares. If you are unsure whether you have Google Analytics on your website or would like us to add it (for free, because we are nice like that!) please drop us a line to


Visitor numbers

Metric Your website How your website compares
Average sessions per month 0
Average unique visitors per month 0
Proportion of returning visitors 0 %
Proportion of visitors from the UK 0 %

Visitor quality

Metric Your website How your website compares
Average page views per session 0
Average time per session (seconds) 0
Bounce rate 0 %

Devices used to access your website

Metric Your website How your website compares
Desktop 0 %
Mobile 0 %
Tablet 0 %

How people find your website?

Metric Your website How your website compares
Organic 0 %
Direct 0 %
Social 0 %
Referral 0 %
Display 0 %
Paid 0 %
Email 0 %
Other 0 %

Which social media channels do people use to find your website?

Metric Your website How your website compares
Facebook 0 %
Twitter 0 %
LinkedIn 0 %

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.”

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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."

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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!”

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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."

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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.”

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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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