INDEPENDENT FINANCIAL PLANNER
Vision West & Wales
âWe 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 couldnât 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.â
Director, VS Associates
VS Associates
“Phil and the Yardstick team have been absolutely brilliant in helping me set up what is a fantastic, professional website â thatâs not me saying it, thatâs 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.”
Founder, Director & Financial Planner
Adcock Financial
âI 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.â
âDeadlines 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.â
âThe 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 website design and marketing activities.â
Director, Altogether Compliant
Altogether Compliant
âWhen 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 didnât have the time! I had no idea where to start, or how. I knew for sure I didnât 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.â
âI 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.â
âFrom 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. Iâve been absolutely delighted with the advice, guidance and service he has provided me with so far. I couldnât be happier.â
Director, London Money
London Money
âI was always nervous about marketing after I heard a quote that said that âhalf the money that I spent on marketing is a waste of money, I just donât know which half.â
âFortunately, with Phil and The Yardstick Agency, that is something Iâve 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 wonât get enough of their time as opposed to how much it will cost.â
âI 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 canât stop money being wasted within our business but I sleep confidently at night knowing it wonât be from within our marketing budget.â
Director, Investment Sense
Investment Sense
âWe 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 âgetsâ 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.â
âThe 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.â
Hear from our clients
Working with some great businesses.
Founder & Financial Planner, 4 Financial Planning
"The brand, logo and website has hit the brief perfectly and I couldnât be happier! I wouldnât hesitate to recommend them.â
Read MoreManaging Director, NextWealth
"They were a delight to work with â super responsive to our requests and also brought lots of good ideas to the table."
Read MoreManaging Director, Altura Mortgage Finance
"Best of all, their results driven approach is both refreshing and helping us achieve real goals. Thank you Yardstick!â
Read MoreDirector and Financial Planner, Annetts & Orchard
"Iâm a big Yardstick fan now and look forward to working with them on future projects."
Read MoreManaging Director, Handford Aitkenhead & Walker
"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.â
Read MoreFinancial Planner, IQ Financial
We were lucky to be referred to Yardstick last year. We are delighted we hired them. They have specialist knowledge designed specially to help Financial Planning businesses like ours.
Read MoreHead of Marketing, Ellis Bates Financial Advisers
Phil's style is informed, humorous and collaborative. The content is punchy, relevant, a go-to guide on how to create more recommendations and prompts action with no exceptions. Great workshop.
Read MoreFinancial Planner and Founder, Delaunay Wealth
I am absolutely delighted with all the work the Yardstick team has done for us and am very excited about how this will drive our new business/client acquisition in future. I would highly recommend them to any financial planning firm that takes their business seriously.
Read MoreDirector and Financial Planner, Insight Wealth
Great to work with a good professional outfit that had provided us direction and clear thinking in marketing our business effectively to obtain quality new clients.
Read MoreDirector & Financial Planner, Citygate Financial Planning
A thorough and excellent service. Phil and his team know exactly what to do, how to do it and when to do it. We very much look forward to working together more in the future.
Read MoreGet in touch
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