Product providers & investment managers

Building your profile with financial advisers and planners

We can help product providers and investment managers of all sizes to increase awareness of their services in the adviser and planner community.

Whether you’re a mainstream product provider, have a more bespoke offering such as a SIPP or a SSAS, or you’re an investment manager, we’re here to help.

We’ll start by understanding your challenges, then we’ll make recommendations and implement solutions.

For example, you might want to improve your online presence with a great new website. You might want to communicate with financial advisers and planners by producing blogs, articles and newsletters. You might then need to put your content in front of your target audience by harnessing the power of social media.

We can help with all this and more.

Solving your challenges

Whatever your marketing challenges, we’re here to help. We’ll understand your objectives and challenges. Then we’ll think strategically and produce recommendations which we’ll then implement. Naturally, our aim is always to provide an excellent and measurable return on investment.

We live and breathe financial services. Our combined sector, compliance and marketing knowledge, and our extensive experience, set us apart from other agencies. In other words, you won’t have to wait for us to ‘get it’. We know MiFID from PROD, Appointed Representatives from Registered Individuals, and so we’ll be up with the pace right from the off.

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.”

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."

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!”

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."

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.”

ENDA BRADY

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.

JAYNE GRAVES

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.

LLOYD FRENCH

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.

JASON MCCONKEY

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.

GUY SKINNER

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.

Get in touch

Request a callback

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