Simon Weeks

FOUNDER AND DIRECTOR

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 and 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 and 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.”

Charles Mosley

DIRECTOR & INDEPENDENT FINANCIAL ADVISER

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 online presence including website, Facebook, LinkedIn etc.

After speaking with a few marketing firms, the Yardstick team easily stood out as being the most knowledgeable with creative flair and 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 videos 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.”

Rupert Miller

FOUNDER, DIRECTOR AND FINANCIAL PLANNER

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 IFAs, and knew 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 web page. I look forward with confidence to the results of those efforts.”

Rohan Sivajoti

DIRECTOR

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.”

Paul Mullin

CHARTERED FINANCIAL PLANNER

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 have 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.”

Alasdair Walker

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 the 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.”

Rob Terry

DIRECTOR, FINANCIAL PLANNER

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 a new website and stationery. 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.”

Damien Clyburn

DIRECTOR, CHARTERED 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 redesigned 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.”

Lena Patel

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 I look forward to continuing to work together.”

Kevin Morrison

BUSINESS DEVELOPMENT MANAGER

IBOSS

“Yardstick came highly recommended to us and from day one they have demonstrated why. They’ve driven the project from the 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 provides 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 we are very much looking forward to it.”