The Yardstick Agency

Based in Nottingham, this agency works exclusively within the financial services profession, providing marketing support to new start businesses, existing advisory businesses, support service providers, and product providers and investment managers. Its client base sits entirely within financial advice and planning, and the team is organised around specialist roles such as personal finance copywriters, digital copywriters, social media executives, graphic and web designers, and content delivery staff, reflecting a focus on the specific communication needs of financial advisers. Services cover websites, social media management and advertising, client videos, newsletters and blogs, branding, and marketing strategy. Strategy work is delivered through a named "Marketing Strategy Made Simple Service," alongside a flexible "Pick & Mix Service" that allows clients to select individual marketing components rather than a fixed package. Content production draws on in-house personal finance copywriters and a Head of Syndicated Content, supporting ongoing newsletter and blog output for advisory firms. The agency also produces free resources for the sector, including an Adviser Awards Index, an Adviser Website Index, checklists, guides, templates, scorecards, podcasts, and webinars. Branding work is led by a dedicated Head of Branding, while digital delivery spans web design and development, graphic design, and video production, supported by client success and project management roles that manage ongoing account delivery.