James Mackay

INDEPENDENT FINANCIAL ADVISER & MANAGING DIRECTOR

Fraser James

“Yardstick have just completed our new Frazer James website and we couldn’t be happier with it.

From start to finish the entire team has guided us through the design and build of the website superbly and also helped us create a digital marketing strategy.

If you’re a financial services firm looking for marketing experts, The Yardstick Agency should be your first call.”

Ian Else

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.”

Heather Hopkins

MANAGING DIRECTOR

NextWealth

“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.”

Rob Gill

MANAGING DIRECTOR

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!”

Charles Mosley

DIRECTOR & INDEPENDENT FINANCIAL ADVISER

Sustainable Wealth

“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!”

Gareth Rees

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.”

Fotis Joannou

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!”

Casey Mills

DIRECTOR

TFP Financial Planning

“In finding a suitable marketing agency, we completed a detailed due diligence process to help find that long-term marketing partner. We met some wonderful people during this process, but there was something about Phil and Yardstick that was just the right fit. Phil’s passion for Financial Planning and the value this brings to a client’s life was the deciding factor in selecting Yardstick and we haven’t ever looked back. Our project started with a blank sheet of paper with every option on the table, from full brand to just launching a new website. Phil and his team took the time to listen, probe and challenge myself and my team to make sure that they completely understood our business and what it is we wanted to achieve. It would be wrong to say that our project was simple and without any bumps in the road, in fact, it has taken more than a year from start to finish and we have had the occasional false start. But what I would say is that Phil and his team have always been patient, attentive and have continuously remained focused on our ultimate goals. The best analogy I can give is that Yardstick’s process is very much the ideal financial planning process. It takes time, patience, a lot of hard work from both parties but the outcome is nearly always far beyond what you had originally envisioned. We have now completed our initial marketing project, but now our focus is very much on the future and continuing our work with the Yardstick team. We would all recommend Yardstick to any other financial planning firm who want to invest in the future of their business.”

Emma & Andy O'Neill

DIRECTOR

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.”

Gary Barnes

FINANCIAL PLANNER

Lifeplan

“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.”