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:

  1. To help companies in the financial services profession improve their marketing
  2. To help more consumers benefit from financial advice and planning
  3. To provide employment opportunities for talented people.

You can click here to read more about our “why”.

So, now you know why we started, 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. There’s a simple answer; if we don’t look after our people, they can’t look after you.

Looking after our team is about more than money.

So, we offer:

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

We even give our team their birthday off!

All that means we have a happy team, committed to delivering for our clients.

It also means we have a Glassdoor rating of 5/5, and 98% of our staff would recommend us to other people. To put that into context, Apple’s score is 4.2 with a 90% of their staff recommending them to other people.

2. 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 133 5-Star Google Reviews (as of 3 June 2023).

Our work is also award-winning:

  • In 2020, the Red Circle Financial Planning website won the Best Adviser 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.

3. We’re financial services specialists

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

We know the difference between:

  • An adviser and a planner
  • An ISA and a pension
  • Active and passive investing.

That means we’ll spend less time than other specialist agencies understanding you and more time delivering for you.

Our financial services expertise is also demonstrated by the number of times we’re asked to comment in the press. Click here to see our coverage.

4. Our work is bespoke

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

For example, all our websites are built from scratch; we don’t use WordPress templates or themes. Every project starts with a blank sheet of paper. So you will get a website that is unique to you, not one which looks like that of another adviser because it was built from a template

All content is written by us, based on your requirements and your business. Again, that means it will be as unique as you are; something that’s vital for Google, as well as visitors to your website.

5. Helping the financial services profession

We do everything we can to support the profession.

For example, in their first year, we were a Partner Member of the Institute for Financial Wellbeing and were one of the first sponsors of the Verve Foundation’s We Are Change initiative.

To help advisers and planners improve their marketing and connect with more clients we:

  • Write and publish three blogs per week
  • Run free monthly webinars
  • Offer a range of free resources on our website
  • Post regular hints and tips on social media.

We hope this helps you to understand the reasons why you should choose us.

If you’d like to learn more about how we can help you achieve your marketing and business aims, we’d love to hear from you.

Why choose us


Our name says it all; we are the yardstick of quality. A Michelin-starred chef will only send out food which meets their exacting standards. The same applies to us. All our work is quality checked and we’re proud to put our name on it.



We believe marketing shouldn’t be seen as a cost, but an investment which provides a measurable return. That’s why we are happy to set benchmarks and expect to be measured by our results, and the value we add.



We’ll never take on a client if we don’t believe we can add value to their marketing, helping them to achieve their goals. We know our clients value this honest, no-nonsense approach in the same way yours do.



We believe in the good that you do. We know that financial planning changes lives. The more effectively we market your business, the more people who will benefit from financial planning. That has to be a good thing!


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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