The Yardstick Client Connector
Helping advisers and planners to help more people
The Yardstick Client Connector helps financial advisers and planners connect people they can’t help, because of their asset level or their need for specialist advice, with someone who can.
If you’re an adviser or planner who receives an enquiry from someone you can’t help, use the Yardstick Client Connector to search for an alternative you can introduce the consumer to.
If you’re an adviser, planner or coach who genuinely works with clients who have low levels of investable assets, or you have an alternative specialism, and you’d like a free listing on the tool, please email hi@theyardstickagency.co.uk and we’ll tell you what you need to do.
A note for consumers
The Yardstick Client Connector is designed to help financial advisers and planners connect people they can’t help with someone who can. It is not a comprehensive list of the UK’s financial advisers, planners and coaches. If you are a consumer looking for advice, we suggest you visit the Money Helper, VouchedFor or Unbiased websites.
Firm name: Albon Financial Planning
Type of service: Regulated advice/planning
Minimum asset value: None
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served for face-to-face meetings: South East
Name of key contact: Rory Albon
Firm name: Alexander Beard
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served: AustraliaCanadaIrelandSouth AfricaUSA
Name of key contact: Paula Dingley
Firm name: Alexander Peter
Types of meetings offered: Remote meetings
Geographical areas served: CanadaEuropeUSA
Name of key contact: Alex Stojkovic
Firm name: Aretian Wealth Management Limited
Type of service: Regulated advice/planning
Minimum asset value: None
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served for face-to-face meetings: London
Name of key contact: Josh Cox
Firm name: Ascenta Wealth
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served: Singapore
Name of key contact: Rory Brown
Firm name: bdhSterling
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served: Australia
Name of key contact: Danielle Jackson
Firm name: Becketts Connect Ltd
Type of service: Regulated advice/planning
Minimum asset value: None
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served for face-to-face meetings: North West
Name of key contact: Mark Brown
Firm name: Birch Financial Services Ltd
Type of service:
Minimum asset value: None
Types of meetings offered: Face-to-face meetings
Geographical areas served for face-to-face meetings: South EastSouth West
Name of key contact: Darren Winspear
Firm name: Black Swan Capital
Types of meetings offered: Remote meetings
Geographical areas served: Europe
Name of key contact: Elmey Olivier
Firm name: Blake and Day Financial Planning
Type of service:
Minimum asset value: £50,000
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served for face-to-face meetings: East AngliaLondon
Name of key contact: Macey Fletcher
Firm name: Blueprint Financial Solutions Ltd
Type of service:
Minimum asset value: None
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served for face-to-face meetings: South East
Name of key contact: Claire Sweet
Firm name: BMP Wealth
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served: ChinaHong KongMalaysiaThailand
Name of key contact: Howard Clark-Burton
Hear from our clients
Working with some great businesses.
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
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
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
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
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
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
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
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
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
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
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.