Financial Advisor website template
A free financial advisor website template for an independent adviser, accountant or bookkeeper, with your services, the clients you work with and a form to ask for a first call. Edit every part to suit your practice, then add an introductory call clients book themselves.
At the top sits your practice name, a round photo and a line on what you do and for whom, with LinkedIn and Facebook underneath. A short line of text under it says how you work, like the same person every year in plain language.
What’s on this page
What we do
A list of what you offer, each item with a description, a price and tags. Visitors tap it to open the full list and filter it by tag.
List your services in the words clients use, like tax returns, year-end accounts or retirement planning, with a line on what each one covers. Tag them Individuals, Business or Planning so a company director can filter to the business work. The last item is an introductory call tagged Start here, which shows a new client what the first step is. Add your fees to each item if you publish them.
Families
Up to five photos with a title and a line of text. A card can show your work, an item for sale with a link to buy it, a product you recommend, or a code to copy.
Describe the families you work with and what you look at together, such as tax and savings. A plain photo suits this card, and the line under the title can say how often you meet.
Business owners
Up to five photos with a title and a line of text. A card can show your work, an item for sale with a link to buy it, a product you recommend, or a code to copy.
Small business owners want to know you are around all year and not only at the deadline. Say what you take care of for them, such as accounts and payroll, and how they reach you between meetings.
Retiring soon
Up to five photos with a title and a line of text. A card can show your work, an item for sale with a link to buy it, a product you recommend, or a code to copy.
People close to retirement are often the most hesitant about a first meeting. One sentence on what you go through with them gives them a reason to get in touch.
Book an introductory call
A form with the questions you choose, for enquiries, quotes or feedback. Every answer is saved for you in Keepp.
The form asks for an email, confirmed before the request reaches you, a name and what the client would like help with. Keep it short, since most people would rather talk about money than type figures into a website, and ask for the details on the call.
Add to it
Introductory call
Appointments from your weekly hours, or stays by the night. Visitors pick a time and book on the page, and can pay through your own Stripe account.
Let new clients pick a time for the introductory call instead of waiting for a reply to the form. Set the hours you keep for these calls, and with Zoom or Google Meet connected each booking carries its own meeting link. Leave the call free, or charge for it through your own Stripe account.
What to bring to a first meeting
A piece of writing, like a guide or a list, that opens to be read in full with its own photos and items.
A short guide is useful to clients and shows how you explain things. Write one as an article, like what to bring to a first meeting or the dates to remember in the tax year, and visitors open it on your page and read it in full. Keep guides general and practical, and leave advice on anyone's own situation for the meeting.
A reminder before each deadline
One offer shown as a card, a small button or a pop-up: an email sign-up, a product or booking on the page, a link, or a flyer image.
A sign-up card gathers email addresses from people who are not ready for a call yet. The addresses build up in your dashboard, and you can export them when it is time to write a reminder before a deadline.
Questions
What should a financial advisor website include?
The services you offer, the kinds of clients you work with, how a first meeting works and an easy way to get in touch. This template has a service list, three cards for who you help and a call request form, ready for your own words.
Can clients book a call?
Yes. The template's form lets clients ask for a call, and you can add a booking block so they pick a time themselves. With Google Calendar connected, times already in your diary are not offered.
Can I share guides?
Yes. Add an article block for each guide, with a title, a short introduction and a list of points. Visitors open it on your page and read it in full.
Does it work for an accountant or bookkeeper?
Yes. The services in the template already include tax returns, year-end accounts and bookkeeping. Change the cards to the clients you see most.
