The Yardstick Agency

Business Details

Trusted Financial Marketing Services in Nottingham

The Yardstick Agency is a specialist marketing agency dedicated to serving financial services professionals. We provide tailored marketing solutions for independent financial advisers, planners, and support service providers across the UK. Our expertise spans website design, social media management, content creation, and strategic marketing campaigns. With a team of seasoned professionals, we combine financial services knowledge with marketing innovation to deliver measurable results. Our clients benefit from our collaborative approach, industry-specific insights, and commitment to excellence.

We work with both new and established firms to enhance their market presence and client engagement. Our services are designed to address specific marketing challenges while supporting long-term business growth. The agency has earned recognition for its award-winning website designs and client-centric methodologies. By focusing on the unique needs of financial professionals, we help businesses build credibility, generate leads, and achieve sustainable success.

Services

Websites Social Media Client Videos Marketing Strategy Made Simple Service SEO Fundamentals PPC Advertising Directory Profiles Google My Business Content Writing

Highlights and features

We specialise exclusively in financial services marketing with deep industry knowledge
Our team has won multiple Professional Adviser Awards for website design
We offer tailored solutions from start-up support to strategic growth planning
Our client-centric approach focuses on measurable business outcomes
We combine creative expertise with compliance-aware marketing practices

What people say

Delighted with all the work Results driven approach Thorough and excellent service Best of all their approach Highly recommend them to any firm

Website

Update Listing

Services

Websites

We create bespoke websites tailored for financial professionals. Our process begins with a discovery meeting to understand your business needs and target audience. We develop custom designs, write original content, and ensure mobile responsiveness. The service includes compliance review support and search engine optimisation. Clients receive training and secure hosting for ongoing success.

Social Media

Our social media services include content creation and profile management. We offer Yardstick Membership Plus for content repurposing and Yardstick Engage for comprehensive profile management. Services cover LinkedIn, Facebook, Twitter, and Instagram with strategic posting and network building. We focus on meaningful engagement rather than generic outreach.

Marketing Strategy

We develop custom marketing strategies through collaborative workshops. Our process includes business analysis, target market identification, and marketing audit. We create implementation plans with clear benchmarks and responsibilities. The strategy document provides actionable guidance for achieving business objectives through coordinated marketing activities.

Client Videos

We produce client testimonial videos remotely using video conferencing and smartphone technology. The service includes interview facilitation, professional editing, and multiple usage formats. Videos serve as social proof for websites, newsletters, and marketing campaigns. Packages available for three or six video productions.

Made Simple Service

This service provides essential marketing foundations for new financial firms. It includes branding, directory profiles, Google My Business setup, and website development. We assist with SEO fundamentals, social media strategy, and stationery design. The package ensures new businesses establish professional marketing infrastructure from launch.

People

Emma

Operations Director

Manages day-to-day operations with focus on process efficiency and client satisfaction. Brings structured leadership to ensure smooth service delivery across all departments.

Josh

Head of Digital

Leads digital strategy with expertise in online marketing and technology implementation. Focuses on creating effective digital solutions for financial services professionals.

Matt

Head of Content

Directs content creation with emphasis on financial services messaging. Ensures all written materials combine industry knowledge with engaging communication.

Kayleigh

Head of Client Delivery

Manages client relationships with focus on service excellence. Coordinates cross-functional teams to deliver projects on time and to specification.

Charlotte

Head of Syndicated Content

Specialises in creating shareable content for financial professionals. Develops resources that position clients as industry experts while supporting marketing goals.

Questions

What specific services do you offer for financial advisers?

We provide websites, social media management, client videos, marketing strategy, and start-up support packages tailored specifically for financial professionals.

How do you handle compliance requirements for financial services marketing?

We work closely with clients' compliance teams during website development and content creation to ensure all materials meet regulatory standards.

Can you help new financial firms establish their brand?

Our Made Simple Service supports start-ups with branding, website development, directory profiles, and essential marketing infrastructure.

What sets you apart from other marketing agencies?

We specialise exclusively in financial services with deep industry knowledge and award-winning expertise in adviser-focused marketing solutions.

How do you measure marketing campaign effectiveness?

We use defined benchmarks, Google Analytics, and client feedback to track progress against agreed marketing objectives and business goals.

Videos

Reviews (4)

Write a Review

Paul Dovey

Sep 09, 2026 Report

Thank you to the whole team at Yardstick! Its so exciting to have our website now live, and even better to have something we are genuinely proud of. Youve done an amazing job bringing our vision to life. I truly appreciate all your hard work, and the end result has exceeded my expectations. I wouldnt hesitate to recommend Yardstick to anyone! Paul Dovey - New Path Financial

Sg Wealth Management

Jul 24, 2026 Report

Our Marketing Manager really enjoyed attending The Yardstick Agency's workshop on building and optimising a referral strategy. He thought the session was engaging, insightful and packed with practical and actionable ideas that can be easily implemented to support our process. Thanks again to Phil Bray for a great session.

Stefan Kuchta

Jul 03, 2026 Report

We signed up to Yardstick's monthly content subscription, which gave us access to choose 6 from 24 articles a month, which really helped our blog creation and sending regular monthly email newsletters to our clients. The content varied between financial planning, mortgages and life pieces and all of a quality standard. I'd recommend if you struggle to produce regular, relevant content that is written by a human.

Matt Suttonsifa

Jun 08, 2026 Report

Suttons are a company of independent financial advisers, we have been working with Yardstick for the past few years to manage our regular marketing newsletter. We decided that a revamp of our website was required, we contacted Yardstick to hear their ideas and ultimately contracted this to them. The process from concept to delivery was managed and driven by them incredibly, we were kept informed at every stage. The final delivery has exceed our expectations, the follow up and support has been brilliant. We would have no hesitation in recommending the Yardstick team. Thanks!!