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.

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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