Testimonials

Ten Financial Planning

We were looking for a marketing firm that specialises in helping financial advisers promote their services. It was important that they understood our industry and, more importantly, how best to communicate with our existing clients and our target market. The team at Yardstick have proved a great fit for us. They been very professional from the outset and we love the work that they have done for us so far. We look forward to working with them in the future as we continue to develop and enhance our client communications and brand.

Paul Mullin

Chartered Financial Planner

Hunter Aitkenhead & Walker

“I first came across Phil on a podcast on marketing strategy, and got in touch with him to arrange a meeting. From the outset it was clear that he not only understood marketing, but also the financial advice profession and our business. We focused on strategy at outset, which was a key area we had not properly considered previously, articulating the types of clients we were interested in speaking to, and used this as the basis for further planning and design work.

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.”

Alasdair Walker

Chartered Financial Planner

Vision West & Wales

“We were aware of Phil and Yardstick via his blog. As we were looking for help in regard to our branding and also wanting to launch a new website, we contacted Phil as he is an expert in financial services.

The task seemed rather daunting. But from the outset Phil and his team provided guidance and inspiration, and they always kept us informed where they were in terms of finishing the project. They also dealt with our internal compliance requirements in a professional and timely manner. We couldn’t be happier with the final results and truly believe it was money well spent and we look forward to working with Yardstick in the future.”

Kevin Iles

Independent Financial Planner

Beaufort Group

"In the six months that I have worked with Yardstick I have not failed to be impressed by their creativity, resourcefulness and attentiveness. The work undertaken by Phil and Michael to write, design and develop six new websites in a very short space of time was nothing short of brilliant.

Phil's knowledge of the financial services industry is second-to-none, and this, combined with his strategic marketing experience makes him an extremely valuable resource."

Celeste Ainge

Marketing Manager

High Edge Financial Planning

“Aware of Phil's activities in marketing whilst in his previous role, once he had advertised the fact he was creating Yardstick to offer branding, web and marketing services, I knew I wanted him to take charge of this for me.

I needed a new, stronger and more professional logo, plus and new website and stationary. Meeting with Phil, he quizzed me about target audience, amongst other things, and made some early recommendations for me to do some homework on. The initial logo concepts weren’t what I was looking for, but on then meeting Dan Campbell (Phil having assigned him to take up the design aspect of the project) and by sharing thoughts, he came up with design and colours that immediately struck a chord with me. I will also shortly be taking advantage of the newsletters etc.

As you will tell, I am delighted with the results and wouldn't hesitate to recommend the Yardstick Agency.”

Rob Terry

Director, Financial Planner

Otter Financial Services

"I have been working with Phil and the team at Yardstick for six months now. During that time, they have re-designed my logo, built my website and written all the content.

The website not only looks great, but tells the real story of how I want my firm to be perceived and the clients we wish to work with. I am delighted with the results and this has been reflected in the feedback I have received from my peer group and clients.

I believe that Phil’s agency is very competitive in this space, often going the extra mile, providing content or advice without charge, although I am sure he will not like me saying this!

We are now moving onto the next stage of our journey together, where Phil’s team will be providing blog content, newsletters and more. Based on the results to date, I am very confident that Phil will continue to deliver superior results.

I am excited to continue working with the Yardstick agency and I hope that both my own business and Phil’s continue to go from strength to strength.

Not only am I pleased with the results of the website etc, But I am delighted to have met Phil and get to know him a little better over the last few months. He is a great guy and I am confident he will continue doing great work."

Damien Clyburn

Director, Chartered Financial Planner

ISJ Independent Financial Planning

"The Yardstick team has been very efficient at updating my branding, building a new website and helped me develop my ideal client base. Phil’s financial services experience clearly helps when looking at a marketing strategy and helped to build a clear focus for growing my business. Both Dan and Michael have executed at speed and been on hand when I have had any questions (there have been many!)

Thank you and look forward to continuing to work together."

Lena Patel

Financial Planner

IBOSS

“Yardstick came highly recommended to us and from day one they have demonstrated why. They’ve driven the project from off and have been a pleasure to work with. Our new website, the first stage of our work together, has come in on time and in budget. Communication along the way has been first rate and the Yardstick team provide fantastic support, with plenty of added value along the way. We’ve been delighted with the results and the feedback from our adviser clients has been great. There’s still plenty more to do and very much looking forward to it.”

Kevin Morrison

Business Development Manager

VS Associates

"Phil and the Yardstick have been absolutely brilliant in helping me set up what is a fantastic, professional website – that’s not me saying it, that’s from my peer group. At the same time, when things went a bit sideways, I saw the servicing element of The Yardstick Agency, how quickly things were resolved and at all times, I was kept informed. I have total faith in Phil and his team."

Victor Sacks

Director, VS Associates

Adcock Financial

“I have been working with Phil for the past few months now and he has made the journey of producing our new website from scratch, which initially seemed most daunting, right through to the smooth transition of the new site being launched, very easy.”

“Deadlines were adhered to by his gentle nurturing manner, to ensure we gave the copy in a timely manner and no matter how many times I may have asked for the tiniest of amendments, it was never too much trouble.”

“The experience Phil has in the financial services world, meant that he truly understood what we required for our website and we are absolutely delighted with the results. Phil has also assisted us with our web presence via two directory sites, ensuring that we have the best presence possible in our relevant areas and will continue helping us with monthly newsletters and ongoing marketing matters. I am very happy to recommend Yardstick for your web site design and marketing activities.”

Peter Adcock

FOUNDER, DIRECTOR AND FINANCIAL PLANNER

Altogether Compliant

“When I decided it was time to look at dipping my toe into the world of social media, and start promoting myself, I found I just didn’t have the time! I had no idea where to start, or how. I knew for sure I didn’t have time for long drawn out discussions and meetings. I just wanted a good job done, with minimal input from me, so that I could continue to run my business.”

“I wanted someone who understood the industry I was in, my role within it and who could promote me and my services in a way that was unique and that stood out. Phil did just that.”

“From the first conversation I had with him, I knew he was the right person to promote my business. He seemed to know exactly what I was thinking and what I wanted before I did and his knowledge of the industry was outstanding. I’ve been absolutely delighted with the advice, guidance and service he has provided me with so far. I couldn’t be happier.”

Debra Morgan

DIRECTOR, ALTOGETHER COMPLIANT

London Money

“I was always nervous about marketing after I heard a quote that said that “half the money that i spent on marketing is a waste of money, I just don’t know which half.”

“Fortunately, with Phil and The Yardstick Agency, that is something I’ve not had to worry about. In fact, so impressed am I with their knowledge and expertise within the field of financial services, that I am more concerned that I won’t get enough of their time as opposed to how much it will cost.”

“I know without a shadow of a doubt that the brand of London Money will be bigger, better and more visible to our target market because of the work that Phil and his team undertake. I accept that I can’t stop money being wasted within our business but I sleep confidently at night knowing it won’t be from within our marketing budget.”

Martin Stewart

DIRECTOR, LONDON MONEY

Investment Sense

“We have worked with Phil and his team for some time and always found his financial services knowledge and experience in all things marketing, invaluable. He ‘gets’ our target market and the importance of looking and feeling professional at each point of contact. The website and our regular newsletter is an extension of us personally, so we need it to be professional, accurate, current and in no way an afterthought for our business.”

“The regular newsletters have been invaluable. That means we are in touch with our clients each and every month. The special Budget and Autumn Statement issues, sent out within a few hours of the speeches show we are on the ball and want our clients and prospects to be kept informed. They serve as a reminder to clients and contacts that we are here if they need us. This could be months or even years down the line, but by keeping them up to date via our website and newsletter, they know we are here for them when they need us.”

Bev Stoves

Director, Investment Sense