Free template · Annual Report design
Financial Adviser portfolioin the Annual Report style
A free personal website for financial advisers. It opens with sample content written for your job, first meeting and financial plan included, so you change the words, add your photo and publish. No code.
No card needed · your own domain with Pro
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
Why Annual Report
How Annual Report presents a financial adviser
A company annual report about you: a letter, the year in numbers, milestones and the board you sit on.
- It shows a short, human introduction in your own voice.
- It shows your numbers up front, where a hiring manager or client sees them first.
- It shows where you’ve worked, in a clean timeline.
- It shows the talks, awards and press that matter to financial advisers.
- It shows your best work as case studies, each with the result it got.
Your financial adviser website in three steps
01
Open it
Annual Report opens with sample content for financial advisers.
02
Make it yours
Click any text or photo to change it, or import your CV or LinkedIn.
03
Publish
Go live at a free Kitefolio address, or on your own domain with Pro.
More financial adviser portfolio designs
ProspectusA fund prospectus: key facts box, contents with dot leaders, a track-record table, fee schedule and footnoted references.
CounselQuiet authority in motion: headlines that unmask line by line, a ticker of outcomes and matters that stack like files as you scroll.
PracticeA calm, trustworthy practice site: services with prices, proof, and one clear way to book a call.
Financial Adviser portfolio questions
- 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.
- Why use Annual Report for a financial adviser portfolio?
- Annual Report shows a short, human introduction in your own voice, your numbers up front, where a hiring manager or client sees them first and where you’ve worked, in a clean timeline. It opens with sample content written for financial advisers, so you replace words rather than start from a blank page.
Developer? The Annual Report code is free to download from its gallery page. More about the design is there too.