Financial Adviser portfolio templates and a live example
A free personal website for financial advisers: your services, fees, results and reviews in one place. Below is a real example written for the job, what to include, and the designs that suit it. Edit without code and publish in minutes.
Start with ProspectusExample: a financial adviser portfolio
Prospectus design · sample content for financial advisers · scroll inside it
The essentials
What a financial adviser portfolio should include
01
What you do, in one line
Example · A plan for your money, written down and reviewed every year.
02
Services and prices
Example · First meeting (Free) · Financial plan (From £1,800) · Ongoing advice (0.6% a year)
03
Results in numbers
Example · £180m advised assets · 140 families · Chartered financial planner
04
Proof from people you’ve worked with
Example · “For the first time, we know when we can retire, and that we’ll be fine.”
05
Skills people search for
Example · Retirement planning · Pensions · Investments · Inheritance tax · Protection · Cash-flow modelling
06
One clear way to contact you
Example · Email, WhatsApp or a booking link, on every screen
4 free financial adviser portfolio designs
Each one opens with sample content written for financial advisers. The pictures show the design.
Prospectus
PreviewA fund prospectus: key facts box, contents with dot leaders, a track-record table, fee schedule and footnoted references.
Counsel
PreviewQuiet authority in motion: headlines that unmask line by line, a ticker of outcomes and matters that stack like files as you scroll.
Practice
PreviewA calm, trustworthy practice site: services with prices, proof, and one clear way to book a call.
Annual Report
PreviewA company annual report about you: a letter, the year in numbers, milestones and the board you sit on.
Questions financial advisers ask
What should a financial adviser portfolio include?
Lead with what you do and who it’s for, then your services (for example first meeting, financial plan and ongoing advice), your credentials (Chartered Financial Planner), key skills such as Retirement planning, Pensions, Investments and Inheritance tax, reviews from people you’ve worked with, and one clear way to contact you, like WhatsApp or a booking link.
Do financial advisers need a personal website?
It helps. A website is the one link you can share everywhere, it shows up when people search your name, and it says more than a CV or a social profile: what you offer, what it costs and why people trust you. Kitefolio makes one in minutes, written for financial advisers.
Is a financial adviser portfolio website free?
Yes. Every design is free, and your website stays online at a free Kitefolio address. Pro puts it on your own domain for AED 35 a month, or AED 299 a year with the first year’s domain free (up to AED 60).
Can I edit it without coding?
Yes. Click any text or photo to change it, pick colours and fonts, and publish. The sample content for financial advisers gets you most of the way; you replace it with your own.