Sustainable Wealth

"We contacted Phil and his team as we were getting ready to launch our new company Sustainable Wealth. We had a few ideas from a branding perspective but needed expertise for our on-line presence including website, Facebook, LinkedIn etc.

After speaking with a few marketing firms, the Yardstick team easily stood out as being the most knowledgeable, creative flair, inspiration and they fully understood what vision we were trying to create. We started with almost a blank piece of paper but within a few weeks we had a website draft, and other ideas which helped us to see our business strategy coming alive. The draft was so good that we ended up amending our original branding theme to coincide with Yardstick’s ideas.

They fully produced professional portraits and a couple of video’s which further enhanced our vision and the outcome was outstanding.

The Yardstick team were exceptionally professional at all times, extremely reliable and produced the creative flair we were striving to achieve. I would often communicate with Phil late at night when I had the time and before breakfast the next day work had already commenced on what we discussed.

I would recommend the Yardstick team to anyone who is looking for a very high quality and reliable service. My clients who have seen the work have all commented on how professional and high quality our virtual shop window looks."

Charles Mosley

Director & Independent Financial Adviser

Bramley Financial Planning

"I was looking for a marketing team to build a website for my new business. I had heard great things from other IFA’s, and new that the Yardstick Agency were just what I was looking for. After the first meeting, it became very clear that the Yardstick team and I shared similar ideas as to what the end project would look like; this filled me with confidence, as I had already outlined in my head exactly what I envisioned the new website to look like. The Yardstick team took their time in creating a whole new branding concept, including creating me a great new logo; which is now at the heart of portraying my new business. As time passes, Yardstick is still giving me ongoing marketing support; now helping me with many marketing ideas away from the webpage. I look forward with confidence to the results of those efforts."

Rupert Miller

Founder, Director and Financial planner

Postcard Planning

"Working with the Yardstick and their brilliant team is a pleasure. The team are knowledgeable, capable and the quality of the work delivered is best in class."

Rohan Sivajoti


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