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

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