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Free template · Ledger design

Financial Adviser portfolioin the Ledger 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.

Start with this design, free See every design for financial advisers

No card needed · your own domain with Pro

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Live preview with sample financial adviser content. Scroll inside it.

The essentials

What a financial adviser portfolio should include

  1. 01

    What you do, in one line

    Chartered Financial Planner

    A plan for your money, written down and reviewed every year.

  2. 02

    Services and prices

    • First meetingFree
    • Financial planFrom £1,800
    • Ongoing advice0.6% a year

  3. 03

    Results in numbers

    £180madvised assets
    140families
    Charteredfinancial planner

  4. 04

    Proof from people you’ve worked with

    “For the first time, we know when we can retire, and that we’ll be fine.”
    Clients · Retirement plan

  5. 05

    Skills people search for

    • Retirement planning
    • Pensions
    • Investments
    • Inheritance tax
    • Protection
    • Cash-flow modelling

    Use the words people type into Google, so they find you.

  6. 06

    One clear way to contact you

    WhatsApp meEmail

    Email, WhatsApp or a booking link, on every screen.

Why Ledger

How Ledger presents a financial adviser

An accountant's page drawn like a ledger book, with a working 3D calculator beside it: rubber stamps, a chart of accounts for your services, case files, VAT and corporate tax worksheets, and a contact page set out as an invoice. Pro: the Kitefolio team puts your details in for you.

  • 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 what you offer and what it costs, so the right people get in touch.
  • It shows your best work as case studies, each with the result it got.

Your financial adviser website in three steps

  1. 01

    Open it

    Ledger opens with sample content for financial advisers.

  2. 02

    Make it yours

    Click any text or photo to change it, or import your CV or LinkedIn.

  3. 03

    Publish

    Go live at a free Kitefolio address, or on your own domain with Pro.

Start with Ledger

More financial adviser portfolio designs

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. The standard designs are free, and your website stays online at a free Kitefolio address. Pro unlocks the 3D designs and puts your site on your own domain for AED 40 a month, or AED 400 a year with the first year’s domain free (up to AED 50).
How do I make a financial adviser portfolio website?
In five steps: pick a design made for financial advisers, replace the sample with your own services and results, add reviews and credentials, add one clear way to contact you, then publish free and share the link.
How do recruiters find a financial adviser portfolio?
Many search Google for the job title with words like “portfolio” and “open to work”. Kitefolio titles your published page with your name and job (for example “Sara Khan, Financial Adviser: Portfolio”), and the “Open to work” switch in the editor adds a badge and puts “Open to work” in that title.
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 Ledger for a financial adviser portfolio?
Ledger 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.

Ledger is a 3D Pro design: try it free in the editor; saving and publishing need Pro. See its gallery page. More about the design is there too.

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