Carrie-Ann Fosberry

Carrie-Ann Fosberry is a seasoned wealth management professional with extensive experience in the financial services industry. Currently serving as a Wealth Management Partner at True Potential LLP since May 2017, Carrie-Ann's previous roles include Independent Financial Advisor at Fairstone Financial Management from April 2013 to March 2017 and Financial Advisor at Lloyds Banking Group from May 2005 to February 2012. Carrie-Ann holds an Advanced Diploma in Financial Planning and Services from IFS and several certifications from the Chartered Insurance Institute, including mortgage advice, equity release, life and pensions, and financial planning. Educational achievements also encompass studies at Columbus State University, the University of Northumbria, Newcastle College, and St Robert of Newminster.