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Matthew Burgess Investment management

Matthew Burgess

Investment management

Areas of expertise

Matt, a Chartered Wealth Manager, has helped entrepreneurs for nearly a decade to achieve their investment goals. He specialises in providing advice to business owners in the North East to deliver effective investment solutions through personalised investment portfolios. He also specialises in helping charties in the region to achieve their financial objectives and implementing bespoke Ethical criteria.


Nearly a decade.

Notable client work and achievements

Establishing the Newcastle Investment Management team

Professional qualifications and memberships

Chartered Wealth Manager

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