Kellie Sharp
Client Manager

Joined Equilibrium in 2018

I joined Equilibrium with over 14 years of financial services experience after a career break due to living abroad for four years.

I am very organised and enjoy being busy. I have many years of experience both back office and client-facing and I have a vast knowledge of investments both regulated and non-regulated. I have also worked in both advisory and paraplanner roles but decided to return from my career break to be a Client Manager as I wanted a new and exciting challenge.

I did my research when returning to the industry and Equilibrium was my first choice due to their many awards and high profile within the North West. They have an innovative approach to the industry that is a winning formula and they make you feel valued as an employee.

I love the fact that at EQ you can build relationships with clients, so for me it’s the best of both worlds.

Outside of work I love to spend time in my second home in Spain with my family and do as much physical exercise as I can fit in, such as crossfit and yoga. I also love to walk my dog.