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.

Gary Barnes

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 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 and the end is almost an added bonus.”

Darren Cooke

Chartered Financial Planner

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.”

Jade Taylor

Financial Planner

Clear Vision

"Working with Naomi and the team to action our new marketing strategy was a joy. Naomi was always responsive and kept us up to date with progress. The team have delivered a fantastic suite of marketing collateral that have already elicited positive comments from clients."

Matthew Aitchison

MD & Chartered Financial Planner

Neligan Financial

"I had previously set up my own website and managed it myself thinking I’d been saving a lot of money. What I discovered though was there was lots I didn’t know about effective websites. My site looked OK but it wasn’t really doing a good job: it wasn’t attracting enough of the right people and those that did visit didn’t stay for long.

Initially I thought about using a local firm but what attracted me to Yardstick was their unique insight into the financial planning profession. This focus meant they were able to provide a lot of experience and expertise to ensure an effective output. To start with we took a step back and considered my website in the context of a marketing plan. Phil and the team then advised other approaches to take beyond my website: Vouched For profile, Facebook campaign as well as local marketing, all of which they are also helping with.

In respect of the website, they have also produced a site that I’m really pleased with. It fits perfectly with my message and target market. They work collaboratively and are receptive to ideas which makes the outcomes unique to me rather than using off the shelf templates. If you want to see the finished website here it is: https://neliganfinancial.co.uk

Thanks Phil, Naomi and Gil (plus everyone else behind the scenes) for your help."

Andrew Neligan

Chartered Financial Planner

The Eternal Business Consultancy

"Depending on your choice of cultural references, it was either Voltaire, Roosevelt or Spiderman’s Uncle Ben who said “With great power comes great responsibility."

The launching of a new business these days often happens by way of the launch of the website. The design and layout of the site will have a massive impact on the success of the business. Have a rubbish home page, and no one is going to read that brilliant and incisive blog.

I needed a safe pair of hands, someone who would accept this responsibility for the website for my new business, The Eternal Business Consultancy. I found that in The Yardstick Agency.

Some of the excellence is subtle, such as the branding, which they developed, tying the look and feel of both my old business, Ovation Finance, and the cover of The Eternal Business book.

I think you’ll agree that the team at Yardstick exercised their considerable powers brilliantly!"

Chris Budd


Sovereign IFA

"We spoke with many different agencies and decided upon The Yardstick Agency as they specialise in Financial Services – this has proved to be the right decision. We are delighted with our brand new website, it captures the professionalism we offer together with the human side of us all and lets our prospects know the types of clients we work with and who we don’t work with. All the team at Yardstick are extremely knowledgeable in their own field and are very friendly to work with – nothing is too much trouble. We are now into the next step of the relationship which is helping us with our monthly content newsletters, as well as bespoke projects along the way. If you are reading this testimonial, please don’t hesitate in contacting Phil and his team."

Sally Parr

Marketing & Events Co-Ordinator

Jones Hill

“In May 2017 we revamped the Jones Hill website to a cleaner, more up to date look and engaged a local web designer to do this. Most, if not all, of our potential new clients will spend some time checking us out before engaging with us, so it’s important to get this right.

By the following month our Google Analytics showed a slowdown of visitors and engagements and an increase in bounce rates. Unfortunately this continued relentless downhill and each month it reduced we had to increase our Google Adwords expenditure to tread water.

In the end we realised that both the content and the design was not where it needed to be, by a long shot. ‘Schoolboy’ errors had been made in transferring the old site to the new site, the blog was hosted elsewhere, and we weren’t addressing the trigger points which potential clients come to us for initially.

As such, we organised a rigorous beauty parade of five web designers, including the Yardstick Marketing agency headed up by Phil Bray. Over the course of a month we had multiple conversations with the different agencies. It’s vital to understand that a web designer is unlikely to be able to do content, and UX (user experience) well without having specialists on the team, in the same way that we split out Advising, Paraplanning and Administration within our own business.

We selected Yardstick as they were specialists within our field and had a multi-disciplinary team to deliver what we needed. They also were happy to work with our UX expert, Alex Gregory of Urban Sea Consulting.

Phil and his team worked with us very well indeed – and we are quite demanding (I counted almost 500 emails between us between start and launch!), plus multiple face to face, telephone and skype meetings.

Yardstick and Urban Sea have together delivered a great looking and intelligently designed website, as well as a new logo, and I recommend that any financial services business looking at their own website gets in contact with them at the earliest opportunity.”

Brian Hill

MD & Fiduciary Financial Planner

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