Existing advisory businesses

Helping you find more of the right clients

We know how difficult marketing can be. You’re not a specialist and you’ve got a thousand other things to do. Don’t worry, we’re here to help.

All businesses have different marketing challenges. Our job is to understand yours, then solve them.

Perhaps the phone isn’t ringing with enough new enquiries? Perhaps those you do get aren’t from the right type of people? Perhaps you just feel that something isn’t right? There’s only so much time in each day too and finding a marketing partner who understands financial services isn’t easy.

We’re here to help. We understand both marketing and financial services and we’ll put that knowledge and experience to work for you.

Marketing tailored to your business

We know that every business has its unique challenges. So, if you choose our ‘Pick & Mix’ service, we’ll deliver solutions tailored to your specific marketing challenges.

Alternatively, if you prefer to work more strategically, we’ll start by understanding your business and its goals and challenges. We’ll then appraise your current marketing activity, develop client personas and review your competitors. Only then will we recommend a plan to achieve your goals and inject new life into your marketing. Finally, we’ll deliver the plan, leaving you to get on with what you’re good at – working with clients.

To put it another way; we’ll deliver exactly what you do for your clients: a plan to achieve their goals that’s implemented effectively and efficiently.

Please click here to learn more about our ‘Pick and Mix’ service and click here for our Marketing Strategy.

Alternatively, let’s start a conversation. Call us on 0115 8965 300 or click here to get in touch online.

Hear from our clients

Working with some great businesses.

Ian Else

Founder & Financial Planner, 4 Financial Planning

"The brand, logo and website has hit the brief perfectly and I couldn’t be happier! I wouldn’t hesitate to recommend them.”

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Heather Hopkins

Managing Director, NextWealth

"They were a delight to work with – super responsive to our requests and also brought lots of good ideas to the table."

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Rob Gill

Managing Director, Altura Mortgage Finance

"Best of all, their results driven approach is both refreshing and helping us achieve real goals. Thank you Yardstick!”

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Tom Orchard

Director and Financial Planner, Annetts & Orchard

"I’m a big Yardstick fan now and look forward to working with them on future projects."

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Alasdair Walker

Managing 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.”

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Financial 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.

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Head 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.

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Financial 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.

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Director 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.

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Director & 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.

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Get in touch

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Whatever your marketing challenges, we're here to help. Simply complete this form and we'll be in touch.