The Yardstick Agency

Helping you promote your Chartered status

Chartered animation

You’ve studied hard to pass the exams and successfully completed the application; you are now proud to be Chartered.

What next?

Too many firms simply add the logo to their stationery, email footer and website (all too often at the bottom of the page), hoping that’s enough to impress existing and potential clients.

That’s a start, but there’s so much more you should do to promote your Chartered status. After all, it’s something which truly differentiates you, and your business, from others.

We recommend you should explain the time and effort you put in to attaining Chartered status, how this elevates you above your peers, the code of ethics it binds you to and, most importantly, how it benefits your clients. So, we’ve built an animation package to help you do just that.

The Chartered animation package includes:

  • Our exclusive animation
  • Rebranding of the animation with your corporate colours, logo and contact details
  • Adding a dedicated page on your website to hold the animation and explain more about the benefits of working with a Chartered Financial Planner
  • Adding the animation to your existing YouTube / Vimeo channel, or we can host it for you
  • Adding the Chartered logo prominently to your homepage and linking it to the newly created Chartered page

The price?

A one-off fee of £349 plus VAT.

Want to learn more?

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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