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

C Alexander

“We made a positive decision last year to review and upgrade our ‘out dated’ website, this was something we had kept putting off for all kind of reasons. I had known Phil for a number of years and started to receive his marketing blogs, when he had formed The Yardstick Agency. Therefore, having made our decision, we asked Phil to give us his professional opinion on how our new website should be formulated. From that moment on, we were more than impressed with his ideas and most importantly, he asked the right questions about how we run the business. I would certainly have no hesitation in recommending Phil and his Yardstick team.”

Samantha Hayes

Director & Independent Financial Planner

James Harvey Associates

“Seven years ago, I spent time and money on rebuilding the website, and the general marketing strategy of the business; it delivered spectacular results. I had become aware that the site and the strategy had become a little stale and needed rethinking, but without throwing away some of the key qualities. I came across Phil Bray at The Yardstick Agency by recommendation. At our first meeting Phil had done some research and knew exactly what I was trying to do. This helped because I didn't; I am a financial Planner not a Marketing Executive. What I did know was that when I visit other websites, sometimes they really work and sometimes I can't get away quickly enough. Bearing in mind we only take on a few new clients each year, I wanted those that I am seeking to work with, to just click, and come away thinking that this was a firm that they would like to deal with.”

“As a single adviser firm, the website can very much reflect my style. I feel Phil and the team have really come up with the essence of what I am about and what I am trying to provide. The videos explain the issues that I think are important and the client testimonials are displayed brilliantly. The use of the pictures provided by a client of ours are stunning, they also are on the walls of the office. A lovely link. I feel very happy to recommend him and his team and without reservation.”

James Harvey

Financial Planner

Smart Divorce

“We chose Yardstick, having heard great things from other financial planners who had worked or were working with them. The process of producing a new website for us was exactly as I had hoped. Phil came to meet me and we spent an afternoon discussing the business and who our target market was. A week later we were shown the site in terms of colour, graphics and layout. Myself and Steve were pleased with the professional look of the site. The Yardstick team then wrote the copy for the site and completed the addition of blogs that we had provided and suitable photos. On delivery of the site, we were delighted with it. The site was better than I had envisaged. It said everything I wanted to say to our potential clients. A month on and we have had excellent feedback from others about the site and have received our first direct referral.”

Tamsin Caine

Chartered Financial Planner & Head of Financial Planning

Taylor & Taylor

“Well impressed, if only everyone was so efficient.”

Claire Phillips


Annetts & Orchard

"I have been following Phil and The Yardstick Agency on social media and podcast appearances for a while now and have always been very impressed with their content and how much they are willing to share. This year we needed some business documents designing and although until now I’ve always been a DIYer with these things, decided it was time to reach out to the professionals. Well it was certainly one of my better decisions! Dan and the team have been excellent, really taking the time to get to know us and how we are work, pulling it altogether into the production of the best looking documents we have ever had. I’m so proud of them I can’t wait to show them off! I’m a big Yardstick fan now and look forward to working with them on future projects."

Tom Orchard

Independent Financial Adviser

Red 7

“I knew I needed to get my website updated and had noticed Phil on Twitter. I had also heard very good things from other financial advisers who had used The Yardstick Agency. He always seemed to be the ‘main man’ in terms of websites & digital marketing for financial advisers so I was keen to give him a try. I must say, I was not disappointed at any stage of the process and his / their excellent reputation is certainly well-founded and I am now one of his band of advocates!

We had an initial chat to agree the scope of the project. Phil issued a very clear & transparent fixed fee proposal for the work that I needed doing and I was happy to proceed. I needed a brand-new website and I was always a bit daunted about having to come up with fresh ideas or write a whole load of new content. Thankfully, Phil and the Yardstick team took care of all of this, which meant the whole process was surprisingly painless. I was particularly impressed with the time Yardstick took to understand more about me, my business, my philosophy and what I was looking to achieve. This process meant the end result really was a true reflection of me and my business which I am delighted about.

They also expertly updated my Unbiased profile - something I had always neglected and wasn't making the most of - and this was also all included in the fixed fee.

I would therefore have no hesitation in recommending Phil and The Yardstick Agency. The service is personal, efficient, great value for money and the end result will no doubt be very impressive indeed.”

Simon Weeks

Founder and Director