FOUNDER & FINANCIAL PLANNER
4 Financial Planning
“I’ve spent the last couple of months developing my new brand with Yardstick. The brief was “less but better”. I wanted something elegant but simple. Something which was unlike any other financial planning business. The brand, logo and website has hit the brief perfectly and I couldn’t be happier! I wouldn’t hesitate to recommend them.”
“We worked with the Yardstick Agency to create a directory website for financial planners. They were a delight to work with – super responsive to our requests and also brought lots of good ideas to the table. These projects can be tough but Yardstick kept us to schedule, alerted us to the things we needed to consider, provided solutions and also some innovative design ideas to help bring our nebulous idea to fruition.”
Altura Mortgage Finance
“Having worked with Yardstick for coming up to a year I’ve been very impressed with their approach. They’ve really taken the time to get to know our business, Altura Mortgage Finance, our goals and our market. Their team are a pleasure to work with, the work itself top quality and their knowledge of the sector is a huge plus. Best of all, their results-driven approach is both refreshing and helping us achieve real goals. Thank you Yardstick!”
DIRECTOR & INDEPENDENT FINANCIAL ADVISER
“I would like to thank you and your team for your help in this area. I did review three companies but went with yourselves which I’m so glad I did. The newsletter looks fantastic – very professional, branding to a very high-quality and the content is perfect. I have also arranged for you guys to post weekly on LinkedIn and again I have been really impressed with this service and format.
The day after the first newsletter, I received an e-mail from an existing client regarding one of the articles where they had identified a new need. Following a conversation with the client they have accepted the advice to cover this need which is great for them and also this has paid for the first year costs of the newsletter.
I have also received three other e-mails from existing clients all saying how much they enjoyed the newsletter and how useful they thought it was. Also, this week I have received two new referrals via existing clients which I’m confident the newsletter has helped in this area.
So not bad for six days into the new communications!”
CHARTERED FINANCIAL PLANNER
Gem Financial Services
“The Yardstick Agency take a refreshing and modern approach to the marketing of a financial planning firm. We worked with them relaunching our website and rebranding which was hassle-free and amazingly on point first time. I have no hesitation in recommending them.”
DIRECTOR & FINANCIAL PLANNER
Sentient Wealth Management
“I have been working with the team at Yardstick for some time now, and they have helped me with various projects such as the creation of a brand new website, newsletters, and more recently on generating more introductions. They are always very helpful and take the time to understand what I am trying to achieve as a business. Thanks guys!”
Oundle and Stamford
“We first approached Phil at the start of our journey in January, being a start-up company we felt that we really needed a website and a brand which was going to really help our clients understand who we were and what we could do for them.
From our initial conversation, we really felt that Phil’s background in the financial industry would mean he would also understand the compliance around our business and ensuring at all times that the website would meet the compliance standards needed.
In March, we met with Naomi and Dan for our discovery meeting. Until this day we did not have any idea of what we thought the website and our branding would look like. However, by the end of the meeting, Naomi and Dan had helped us and them get a real understanding of what we wanted.
Following this meeting, Dan presented us with eight choices of logos and once we had chosen this, the brand and the website started to take shape.
Naomi kept us updated weekly, whilst Dan provided us with business cards and leaflet designs, email signatures and design ideas for our client folders.
From our discovery meeting, we set a completion date of the 1st of June and The Yardstick Agency kept to their word and had the website ready for this date.
We cannot thank Phil, Naomi, Dan and those that were involved in the background, including Michael, for all the hard work that went into making Oundle & Stamford Mortgage Services branding and website.
We would recommend The Yardstick Agency to anyone in the industry who needs a refresh on their website or has a business just starting out as I can truly say they are professional from start to finish and have been a great support to us.”
“We wanted to use a firm that had experience with financial planners and could convey our ethos to prospective clients viewing the website. Yardstick were efficient, creative and professional. We could not have asked for any more.”
CHARTERED FINANCIAL PLANNER
Red Circle Financial Planning
“The Yardstick team really took great care and attention to discuss and understand what Red Circle does for clients and how we wanted to communicate that to current and new clients. They worked hard with us to develop my vague ideas into a properly rounded message that succinctly conveys what we are about, how we look to work with clients and the value we can bring for them.
The process forced me to think hard about what I do, how I do it and how I communicate it, which has been a hugely rewarding and worthwhile exercise in itself.
The fact that I got a stunning website at the end is almost an added bonus.”
Landmark Financial Planning
“Working with the Yardstick team was exactly what we needed. We knew we needed to update the website, and what we wanted to achieve from it, but didn’t know how to get there. Phil took the time to get to know us individually and the business as a whole, and our new website really reflects this. Working with a team that are specialists in our industry was invaluable, and the end result is exactly what we’d hoped for.”
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
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