The Yardstick Agency

Invoicing frequently asked questions

We want to be as open and transparent about our pricing as possible. So, we’ve put together this short FAQs.

If there’s anything you think we have missed, please send your question to

Yardstick Membership is our newsletter and blogging service.

Members are usually invoiced in the month that the newsletter is sent/due to be sent.

We will generally ask you to sign a contract for any project work.

Our usual terms are to charge 50% at the commencement of a project and 50% on completion.

We invoice for ad hoc work in the month after it has been completed. The invoice will usually be sent to you in the first few days of the month.

Ad hoc work is based on the time it takes to complete. This approach means our clients only pay for the work completed (which is not always the case with retainers) and we get paid for our efforts.

By bank transfer.

If you need our bank details, please call the office on 0115 8965 300 and ask for Emma Bray.


Our hourly rates are as follows:

Standard agency rate: £56 plus VAT

Celeste Ainge: £67 plus VAT

Phil Bray: £95 plus VAT

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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