Pick & Mix Service

Allowing existing advice and planning firms to select the services they need.

Whatever your challenge, whether it’s generating more enquiries, improving your online presence or communicating with existing clients, we’ll use our financial services knowledge to fix the stuff that’s not working for you right now.

We work with firms of all sizes, from those with just one adviser or planner to much larger businesses. Whatever your size, we’re here to solve your marketing challenges.

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


You may be very happy with your existing brand. And we’ll happily work with that. But, if you feel it’s time for a change, our highly skilled designers can develop a brand to truly reflect your business.

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 new brand that you’re proud of.

Client surveys

Understanding the views of your existing clients is crucial to the development of your business.

What are you doing well? Where could the service improve? What do clients value?

Our client surveys, which give you a choice of questions and delivery options, will help you answer these questions and more.

Once complete, we’ll help you analyse the results and implement appropriate changes to your business.

Client videos

Videos of your clients telling their story and explaining how they have benefited from financial planning are the perfect way to prove your value. To put it another way, client videos are the ‘gold standard’ of social proof.

We’ll manage the project from start to finish; helping you approach clients in the right way, organising filming and interviewing clients. We’ll then edit the footage to produce great videos, showing you and your clients off superbly.

Content writing

We have several newsletter options for advisers and planners to use. You can find more information about these by clicking here.

We also provide ‘Pick & Mix’ content and copywriting services. From one-off blogs or articles to brochures and infographics, we can help. Whether you’re a provider looking to communicate with advisers and planners, or an advisory firm writing for your clients, we’ll take time to understand your objectives and then write in your style and tone of voice to produce engaging copy.

Our knowledge and experience mean we know SIPPs from SSAS, VCTs from EIS and Appointed Representative from Registered Individual. That means we can get straight down to writing your content with less time spent on research, reducing the overall cost as well as the delivery time.

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.

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 them) effective profiles 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.

If you’ve not done so already, we can claim the page and build it for you, ensuring it reflects your brand, its key messages and best practice. We’ll then show you how to request Google Reviews and add content to the page, so it becomes a genuine asset to your marketing.

Lead magnet campaigns

Facebook and LinkedIn offer significant opportunities for you to engage with your ideal clients. We help financial advisers and planners take advantage of those opportunities by building lead magnet campaigns.

These campaigns generate a steady stream of data (including the prospect’s name and email address) for you to follow up on. It also adds value to consumers and positions you as a ‘go-to’ expert.

PPC advertising

Google AdWords can be a very effective way of pushing prospects with an immediate need to your website. We offer a complete package, incorporating keyword research, developing effective landing pages and then building the adverts. Naturally, we’ll also monitor the adverts and report back to you on a regular basis.

Referral generation

Referrals from existing clients are the best type of new enquiry. They have an immediate need, have already heard positive things about you, and have the lowest cost of acquisition and the highest conversion rate.

However, most advisers and planners don’t have a clear strategy to generate more referrals.

We’ll help you generate more referrals by putting a clear strategy in place, including running a referral workshop, to help you maximise this opportunity.

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.

Website design and development

You will almost certainly already have a website. If it’s not delivering, it may just need a few tweaks. Alternatively, it might need completely redesigning. Either way, we’ll give you an honest opinion about the work that needs doing.

If you need a new website our experienced team will deliver a bespoke site that engages visitors and ensures prospects take key calls to action.

Website hosting

Website hosting is crucially important; your pages need to load quickly, and your site needs to be accessible. Nothing is more frustrating than a website where pages take an age to load, or the site regularly crashes due to issues with the hosting.

Reliability and speed are vital, but so is value for money. Our hosting solution ticks all three boxes.

Pick & Mix Service

The Pick & Mix 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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