Company intelligence
The Yardstick Agency
Multi-award-winning financial services specialists, helping financial advisers and planners with their marketing.
About The Yardstick Agency
We're the UK's most highly rated agency specialising in working with the financial services profession.* We specialise in helping financial advisers/planners, support service providers, product providers and investment managers market their business more effectively. When it comes to financial advisers and planners, we know that what you do for clients is life-changing. So, we want more consumers to benefit from what you do. That takes great marketing, which is exactly what we deliver. We've got years of experience in the profession and have an intimate knowledge of your needs, as well as those of your clients. You won’t need to explain the difference between active and passive, a LISA or an ISA, a SIPP or a SSAS. That means we can hit the ground running, getting started more quickly on achieving your marketing aims. Specifically, our services include: • Marketing strategy • Website design and development • Blog writing • Video production • Newsletters • Guides • Social media management • Social media advertising • Pay Per Click advertising (PPC) • Search Engine Optimisation (SEO) • Directory (Unbiased and VouchedFor) management • Branding and design Our aim is to be the go-to people when you need to put some 'oomph' into your marketing. We believe marketing isn’t a cost. It’s an investment in your future. Get it right, and your business will be stronger and more sustainable. If you want to find out more, you can reach us at hi@theyardstickagency.co.uk. *Based on 256 5-Star Google Reviews (correct as of 29 July 2025)
Verified activity
Signals from The Yardstick Agency
3 published signals
Sales & Marketing
The Yardstick Agency was referred to throughout as The Yardstick when the direct mail campaign was sent to Phil Guy
Reported by Phil Bray💡The Financial Services Marketing Guy💡
Presence & Recognition
The Yardstick Agency received honourable mentions for Melo, Victoria Hicks, Adam Carolan, Rohan Sivajoti, Plannex, Colin Low, Matt Campbell, Keith Churchouse, Pete Matthew, and Matthew Walne CFP at the Phil² Sessions podcast episode.
Reported by Phil Bray💡The Financial Services Marketing Guy💡
Presence & Recognition
The Yardstick Agency was shortlisted for an award.
Reported by Phil Bray💡The Financial Services Marketing Guy💡