Why choose us?

We are financial services specialists

There are many reasons why our clients choose to work with us, but there’s one which stands out above all others; we are financial services specialists.

We work exclusively with the financial services sector, which means we have an intimate knowledge of your needs and those of your clients. It also means we get straight to work. You won’t need to spend hours explaining to us the difference between an ISA and a SIPP, a Buy to Let and a residential mortgage, a term assurance and a whole of life plan.

You get the picture!

We also know that financial advisers and planners change their client’s lives. We see it every day in the client films we make, the case studies we write and the testimonials your clients provide. The better we do our job marketing your business the more people who will benefit from the good that you do.

There are of course other reasons our clients choose us:


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

"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


"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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