Launching a new financial planning business is an exciting time. From branding and stationery, through to your website and proposition documents, we'll make sure your marketing gets off to a flying start. We are financial services specialists, so your marketing is in safe hands with us. Whether it's specific tasks such as a new website or a comprehensive marketing strategy, you can count on us to deliver.
Financial advisers and planners need the support of a wide range of organisations. We help networks, compliance consultants and a range of other service providers raise their profile in the professional community. We help financial planners, investment managers and product providers to market their businesses more effectively.
Financial advisers and planners need the support of a wide range of organisations. We help networks, compliance consultants and a range of other service providers raise their profile in the professional community. We help financial planners, investment managers and product providers to market their businesses more effectively.
Services
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.
We understand that launching a new business is equally exciting and stressful. Working with us means that building a great marketing foundation will be one less thing to worry about. As a new start firm, your focus will be on gaining your authorisation and building your proposition. At the same time, you need to build a great marketing foundation to impress the clients you hope will join you from day one, as well as attract new enquiries.
Perhaps the phone isn't ringing with enough new enquiries? Perhaps those you do get aren't from the right type of people? Perhaps you just feel that something isn't right? There's only so much time in each day too and finding a marketing partner who understands financial services isn't easy. We're here to help.
We know financial services inside out and use that knowledge and experience to support businesses who provide services to financial advisers and planners. You might be a network, provider of compliance services to directly authorised firms or a technology-driven business. Whatever you do, you will have marketing challenges.
This service is aimed at businesses who want to take a more strategic approach to their marketing. You develop financial plans for your clients after identifying their challenges, problems, goals and aspirations. Why should it be any different for your marketing?
Advisers and planners who use this service receive a comprehensive marketing strategy, which they can choose to implement using internal resources, us, other experts, or a combination of all three.We produce marketing strategies by following a tried and tested process. Once we have agreed to work together, we'll need to spend a day with you; fact-finding and meeting key people.
Advisers and planners who use this service receive a comprehensive marketing strategy, which they can choose to implement using internal resources, us, other experts, or a combination of all three.We produce marketing strategies by following a tried and tested process. Once we have agreed to work together, we'll need to spend a day with you; fact-finding and meeting key people.
Reviews (10)
Simon White
Dec 09, 2021
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Phil and the Team at Yardstick provide down-to-earth, research-led and practical advice on various marketing issues, which will really add value to any advice business.
A particularly attractive aspect to how they work is their modular approach, where you can engage with them to provide as much or as little support to address your key priorities in the right order, and as budgets allow.
Their granular focus on only working with financial planning firms allows for a depth of expertise which is specifically relevant to our field, and which a more generalist marketing agency wouldn't be able to
A particularly attractive aspect to how they work is their modular approach, where you can engage with them to provide as much or as little support to address your key priorities in the right order, and as budgets allow.
Their granular focus on only working with financial planning firms allows for a depth of expertise which is specifically relevant to our field, and which a more generalist marketing agency wouldn't be able to
Thomas Quinn
Oct 24, 2021
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Madeleine Sunley
Jul 30, 2021
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Update - continuing to work with these guys and I have been crazy busy since the star of the year and it is all the Yardstick Agency's fault!! My website is amazing and they have helped with my advertising so was actually in the Times which has led to so many new enquiries with people looking for what I offer as my website is specific and welcoming and I cannot thank them enough. Go Yardstick go!!
I have really enjoyed working with The Yardstick Agency. I started off with a review of my marketing with Phil, identifying what I wanted from my business and how I could get there. I was given clear
I have really enjoyed working with The Yardstick Agency. I started off with a review of my marketing with Phil, identifying what I wanted from my business and how I could get there. I was given clear
Tracy Wernham
Jul 27, 2021
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Just had our new website & re-brand go live this week and we are absolutely delighted with it all !
We really felt that the team at Yardstick were a good fit with our company right from the very first meeting we held with them all... They did not disappoint....they really listened to what we had to say and in doing this fully captured the image & design of how we wanted the website & re-brand to look & feel... Each team member we dealt with, was professional, responsive and a delight to work with...They did what they said they would do and this was always done in a timely manner to keep us on
We really felt that the team at Yardstick were a good fit with our company right from the very first meeting we held with them all... They did not disappoint....they really listened to what we had to say and in doing this fully captured the image & design of how we wanted the website & re-brand to look & feel... Each team member we dealt with, was professional, responsive and a delight to work with...They did what they said they would do and this was always done in a timely manner to keep us on
Lee Cleaves
Jul 22, 2021
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Sarah Elson
Jul 19, 2021
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We engaged with Phil and the team at Yardstick as we wanted to update and refresh our current website, to give it a new fresh look but at the same time keeping the parts we liked about our old website.
Rhiannon, Duncan and Clare have done a fantastic job. We are really pleased with the new site and they way that they have made some of our thoughts and ideas really come to life. They have been patient and very good to deal with throughout the whole process.
Thank you.
I'm looking forward to launching it to our clients later this week.
Rhiannon, Duncan and Clare have done a fantastic job. We are really pleased with the new site and they way that they have made some of our thoughts and ideas really come to life. They have been patient and very good to deal with throughout the whole process.
Thank you.
I'm looking forward to launching it to our clients later this week.
Corrie Dug
Jul 13, 2021
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Mark Bastable
Jul 12, 2021
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Yardstick have been working with us, (Templegate Financial Planning) for a few years now, since they built our website. Currently they are working on some new pages for us to complement our Google Ads.
They send out a lot of marketing emails, which some may find over the top, but this is compensated by many good marketing ideas within their content.
I would thoroughly recommend them, especially because their main focus is on financial adviser businesses, so they know us well. 👍🙂
They send out a lot of marketing emails, which some may find over the top, but this is compensated by many good marketing ideas within their content.
I would thoroughly recommend them, especially because their main focus is on financial adviser businesses, so they know us well. 👍🙂
Cholpon Djanuzakova
Jul 08, 2021
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Positive: Professionalism, Quality, Responsiveness
We have been working with Yardstick for a few years now. We feel that Phil speaks the same language and it all makes sense. He is very professional, listens and knows his stuff. No messing about just pure positive outcomes. Highly recommend and still would like to build our relationship with Yardstick long term.
We have been working with Yardstick for a few years now. We feel that Phil speaks the same language and it all makes sense. He is very professional, listens and knows his stuff. No messing about just pure positive outcomes. Highly recommend and still would like to build our relationship with Yardstick long term.
Tom Morris
Oct 01, 2020
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The Yardstick team recently upgraded our website at Ovation Finance and they’ve done a great job and we’re really pleased with the outcome.
The team provided an excellent service throughout, with up to date project plans and timely responses. They also provided some invaluable expertise in terms of our message as well as the technical side of designing a website.
Special thanks to Naomi & Emma who led the project so well and to Rhiannon & Jose for the support. Also to Phil Bray for his guidance and for putting such a great team together.
Highly recommend their services.
The team provided an excellent service throughout, with up to date project plans and timely responses. They also provided some invaluable expertise in terms of our message as well as the technical side of designing a website.
Special thanks to Naomi & Emma who led the project so well and to Rhiannon & Jose for the support. Also to Phil Bray for his guidance and for putting such a great team together.
Highly recommend their services.
