‘Made Simple’ service

If you’re a financial adviser or planner starting a business, our ‘Made Simple’ service is for you

As a new start firm, your focus will be on gaining your authorisation and building your proposition. At the same time, you need to build a great marketing foundation to impress the clients you hope will join you from day one, as well as attract new enquiries.

That’s what the ‘Made Simple’ service delivers.

We work with new start firms of all sizes, from those with just one adviser or planner to much larger businesses. Whatever your size, we’ll ensure you get off to a great start.

If you select our ‘Made Simple’ service, you can choose from the following elements and ensure your business has a great marketing foundation right from the start.

To learn more, scroll down or click here to contact us.


Developing a brand identity that truly reflects your business can be tough. We’ll get to know you and your business then create several options. We’ll then work with you to develop your favourite into a brand that you’re proud of.

Directory profile set-up

The three key directories (Unbiased, VouchedFor and AdviserBook) can be an excellent source of new business. However, to achieve the best possible return on your investment, your profiles need to stand out from others while making a compelling case for prospects to get in touch.

We’ll recommend which directories are right for your business, then use our knowledge and experience to build (or rebuild if you already have profiles) an effective profile to produce a steady stream of new enquiries. Finally, we will provide training for you and your team on how to get the best from your new profiles.

Google My Business set-up

When someone searches online for your business, you need to dominate the first page of the search results. Setting up your Google My Business page is a vital part of doing this – but too many businesses miss out on the benefits by failing to claim their listing or understanding how to use it.

We’ll claim the profile for you, complete it, then show you how to request Google Reviews and add content to the page so it becomes a genuine asset to your marketing.


Deciding on a name for your business isn’t always easy. We’ll take you through a tried and tested process, which considers all options before arriving at the new name for your business. We’ll then help you register the relevant online domains.

SEO fundamentals

Convincing search engines to rank your website can be difficult. But, to stand a chance, you need to get the fundamentals right. We’ll make sure you start off on the right track. And we’ll give you great foundations to build on if you want to invest more in this area.

Stationery design

We’re in a digital world, but most advisers and planners still need some basic stationery. It must look great and do justice to your new brand. We’ll design your business card, letterhead, email footer plus any other assets you might require, so they do just that.

Terms of Business & Client Agreement

These are often overlooked, but it is essential that they reflect your branding and key messages.

These don’t need to be dull or exist simply to satisfy your compliance team. The best examples do their regulatory job and help to sell your services. We will work with the text you provide to ensure they both impress potential clients and support your advice process.

Website design and development

Your website is your shop window. It’ll be seen by existing and prospective clients alike. It needs to reflect your business, create an engaging experience and ensure prospects take key calls to action. We’ll build a bespoke website that you can be proud of, which will help retain existing clients and attract new ones.

Made Simple Service

The Made Simple Service can include:

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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