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

"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

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

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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James Mackay

Independent Financial Adviser & Managing Director

"If you’re a financial services firm looking for marketing experts, The Yardstick Agency should be your first call.”

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Tom Orchard

Independent Financial Adviser

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

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Alasdair Walker

Chartered Financial Planner, Hunter 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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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.