5 reasons to choose us

We are financial services specialists

No one likes being pitched to.

But indulge us for a couple of minutes as we explain five reasons why you should choose to work with us here at The Yardstick Agency.

As a business, we have three aims:

• To help financial advisers and planners improve their marketing
• To help more consumers benefit from financial advice and planning
• To provide high-quality employment opportunities for talented people.

So, now you know what drives us, here are the five reasons why you should choose us.

1. We look after our people

You’re perhaps wondering why we’ve put our team before our clients.  That’s simple; if we don’t look after our people, they can’t look after you.

Building a talented and motivated team is about more than just money, so we also offer:

• Unlimited access to a therapist to help our team (and their spouse or partner) manage their mental health
• Genuine hybrid working; our team can work from the office, home or a combination of both
• Regular meet-ups, both online and in-person
• We even give them their birthday off!

As a result, we have a Glassdoor rating of 4.8 out of 5, and 95% of our staff would recommend us to other people. To put that into context, Apple’s score is 4.2 out of 5 with 81% of their staff recommending them to other people.

All of this means we have a happy team, with low staff turnover, that’s committed to delivering for our clients.

2. We’re financial services specialists

We know financial services inside out. It’s all we do.

That means:

• We know what works, and what doesn’t – we aren’t learning on the job or experimenting on you
• We know the difference between an ISA and a pension, an adviser and a planner, active and passive investing – so you don’t need to teach us the basics
• We understand what it means to work in a heavily regulated sector – we won’t make mistakes that will upset compliance!

But are we actually any good?

3. We’re the UK’s highest-rated marketing agency specialising in financial services

A happy team leads to happy clients, which means we’re the UK’s highest-rated financial services specialist agency with over 180 5-star Google Reviews to our name.

Our work is also award-winning:

• In 2020, the Red Circle Financial Planning website won the Best Website category in the Professional Adviser Awards
• In 2021, the Smith & Wardle website won the same award
• Sadly, we didn’t make it a hat trick in 2022. However, four out of the shortlisted websites were designed by us, which shows that we consistently produce work of the highest quality
• In 2023 we got back to winning ways as the Delaunay Wealth website scooped the prize
• And in 2024 the Balance Wealth Planning website won the award, making it four years out of five for Yardstick-designed and developed sites.

Finally, Phil Calvert, one of the UK’s most respected financial services marketing experts has this to say about the websites we develop:

4. Everything is tailored to your specific needs

Your business is unique, and so are your objectives, which means everything we do for you will be tailored to your needs.

So if you’re a small business, we’ll be your marketing department. Alternatively, if you’re a larger business, we’ll support your existing marketing operations, filling gaps where necessary.

5. Helping the financial services profession

There’s a reason why our first core value is: “We freely share our knowledge to help financial advisers and planners improve their marketing.”

We do everything we can to support the profession by:

• Writing and publishing three blogs per week
• Regularly posting hints and tips on social media
• Running free monthly webinars, including some very special guests
• Offer a range of free resources on our website, which are all free to access.

As I said, no one likes being sold to, and blowing our own trumpet doesn’t come naturally to us, but if we’re not going to do it, who will?

Hopefully, now you can see the reasons why we’re the perfect marketing partner for your business.