Search the leading directory for the private wealth industry

Manage your profile

Let 38,000 visitors find you. With 172,000 page views, Citywealth enables UHNW clients and charities to review your services quickly.

Click to review the options

Upgrade profile options
close X
Andrew Morgan, CEO, Affinity Group, Isle of Man
Search Trustees

Andrew Morgan

CEO

Specialism: Trustees Corporate Trustees, Private Client Trustees

Company: Affinity Group Limited

Location: Douglas, Isle of Man

Contact Andrew

Citywealth rating

4.80769
Average: 4.8 (13 votes)
Fee Level:
4.46154
Average: 4.5 (13 votes)
Quality of Advice
4.923075
Average: 4.9 (13 votes)
Communications Skills
4.923075
Average: 4.9 (13 votes)
Interpersonal Skills
4.923075
Average: 4.9 (13 votes)
Leave a star rating & review
X

Please make sure you fill in all the fields marked with an asterisk *

Peer review:

Andy is an expert in his field, his can do attitude makes him, his team and Affinity one of the leaders in their field. Andy is a dependable professional who tackles every case with honesty and integrity.

10 Jul 2020

Co-worker review:

Andy is synonymous to the yachting industry. His well versed and honest approach is what makes him successful. I wish to congratulate Andy on his new role as CEO of Affinity Group. I am confident he will thrive with his strong leadership skills and knowledge. It is always a pleasure working with Andy.

10 Jul 2020

Peer review:

I have known Andy and dealt with him in a business capacity for several years now and he is a very personable and professional individual with a positive and pragmatic outlook. Andy has been instrumental in building the Affinity Group to where it is today and will, I am sure, enable the company to grow further in the coming years. A considerable part of the Affinity Group brand is Andrew Morgan and his positive and pragmatic approach to finding solutions for international clients.

09 Jul 2020

Peer review:

A committed, diligent, and highly capable individual. Andy brings a wealth of expertise to the table and his flexible approach and calm persona make him a pleasure to work alongside.

08 Jul 2020

Peer review:

I have advised Andy on tax matters for several years now, he is adept at asking the appropriate technical questions for his clients, seeking further detail where it is needed. Andy also posseses a broad base of knowledge, is very collaborative and pragmatic/ well measured in his approach to getting the job done effectively with the minimum of fuss.

07 Jul 2020

Co-worker review:

Having worked at Affinity for over 7 years, I have seen Affinity go from strength to strength under Andy's leadership. Andy is very knowledgeable and is a true professional. I have learnt a lot from him in my time at Affinity and look forward to the many years to come.

Mark O'Neill    Affinity Management Services   
06 Jul 2020

Peer review:

I have known Andy for a number of years and always been impressed by his professionalism and attitude. In addition we have enjoyed many discussions in recent years regarding where our respective business sectors are heading in the future and I have been so impressed with his vision he has for his company. Affinity Group is in safe hands with him.

06 Jul 2020

Peer review:

Andy is personable, professional and extremely knowledgeable. His willingness to work flexibly and to take on new and difference challenges make him a pleasure to work with and you can see these characteristics reflected in the ethos of Affinity Group.

06 Jul 2020

Co-worker review:

Having worked directly with Andy for a number of years I have found him to be a dedicated professional who puts client service and sound professional advice as a priority. His leadership skills have been evident particularly over the past couple of years as he has overseen the growth of the Affinity Group.

05 Jul 2020

Peer review:

I have worked on several transactions with Andy over the years. His friendly approach, communication and ability to instil confidence in others is second to none.

04 Jul 2020

Co-worker review:

I have known Andy for over five years. We sit on Boards and worked together in many projects. He is diligent, honest, a person of integrity and above all very professional.

04 Jul 2020

Peer review:

I have worked with Andrew on several projects over many years. He is hardworking, pro-active, personable and extremely good at his job. He is a total professional and an ideal connection for advice and guidance across a broad range of areas.

Alan Davies    QuizBee   
03 Jul 2020

Institutional client review:

I have known Andy over 15 years and have always found him helpful, professional and knowledgeable. He adopts a “can do” attitude and this is mirrored by those he works with creating a dynamic working environment. This enables him and Affinity to provide an excellent service to their clients.

02 Jul 2020

Private client review:

In a sector consumed by M&A activity, most individuals and organisations are focused on acquiring smaller businesses, reducing staff and increasing preciously agreed fees, all in preparation for the next VC/PE sale. My experience with Andrew and Affinity is the exact opposite. Andrew took the time to understand our requirements, provided practical support at a reasonable fee level and achieved results.

02 Jul 2020

Co-worker review:

Andy is tenacious, driven, focussed, and the consummate professional. He approaches his work with both diligence and integrity, whilst ensuring solutions in a compliant and client focussed balance. Andy goes above and beyond in his endeavours and it is a real pleasure to be his colleague. He demonstrates great resilience in an ever-changing industry and regulatory landscape, making sure he equips himself to continue to offer the highest levels of service to clients and to oversee the strategy of the business.

Rachael McGeachie    Affinity (Isle of Man) Limited   
02 Jul 2020

Co-worker review:

Andy has been a invaluable role model and mentor during my time at Affinity. Mixing an approach of hands off and arm on the shoulder as appropriate.

02 Jul 2020

Co-worker review:

I have known Andrew since around 2009 and watched this tenacious business entrepreneur go from an admin to CEO within the same company through the understanding of deadlines and meeting / exceeding expectations. As well as knowing Andrew on a personal basis, I have also worked along-side him through many business ventures where we collaborate at various eGaming events to provide guidance and essentially get the client where they need to be by providing a straight-shooting depth of knowledge complimented by a personal one to one approach which these days is a very important skill to maintain. I introduce Andrew to mutual prospective clients with 100% confidence that they are in the very best of hands. To summarise, Andrew is one of the most friendly and business focused people that I have the pleasure to know and is backed by a powerful team that have learned from the best!

Gary Harrison    Domicilium (IOM) Ltd   
02 Jul 2020

Co-worker review:

Having known Andrew for over fifteen years I have been able to see first hand how his personal and proactive approach towards clients has been fully adopted by the Affinity team and embedded into the Affinity Group culture, allowing us to provide an unparalleled service to each and every one of our clients in all sectors.

01 Jul 2020

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com

next >
< back

reviews ()

case studies ()

average client size

profile

contact details

company profile

fixed fee offering

citywealth awards ()

commendations ()

Andrew Morgan currently has no profile.

To add a profile please upgrade now

2020 

Andrew Morgan currently has no Citywealth award

Andrew Morgan currently has not indicated their average client size

Andrew Morgan currently has not indicated if they have a fixed fee offering

Affinity Group Limited

Andrew Morgan currently has no contact details

Andrew Morgan is currently in no lists

Peer review:

Andy is an expert in his field, his can do attitude makes him, his team and Affinity one of the leaders in their field. Andy is a dependable professional who tackles every case with honesty and integrity.

10 Jul 2020

Co-worker review:

Andy is synonymous to the yachting industry. His well versed and honest approach is what makes him successful. I wish to congratulate Andy on his new role as CEO of Affinity Group. I am confident he will thrive with his strong leadership skills and knowledge. It is always a pleasure working with Andy.

10 Jul 2020

Peer review:

I have known Andy and dealt with him in a business capacity for several years now and he is a very personable and professional individual with a positive and pragmatic outlook. Andy has been instrumental in building the Affinity Group to where it is today and will, I am sure, enable the company to grow further in the coming years. A considerable part of the Affinity Group brand is Andrew Morgan and his positive and pragmatic approach to finding solutions for international clients.

09 Jul 2020

Peer review:

A committed, diligent, and highly capable individual. Andy brings a wealth of expertise to the table and his flexible approach and calm persona make him a pleasure to work alongside.

08 Jul 2020

Peer review:

I have advised Andy on tax matters for several years now, he is adept at asking the appropriate technical questions for his clients, seeking further detail where it is needed. Andy also posseses a broad base of knowledge, is very collaborative and pragmatic/ well measured in his approach to getting the job done effectively with the minimum of fuss.

07 Jul 2020

Co-worker review:

Having worked at Affinity for over 7 years, I have seen Affinity go from strength to strength under Andy's leadership. Andy is very knowledgeable and is a true professional. I have learnt a lot from him in my time at Affinity and look forward to the many years to come.

Mark O'Neill    Affinity Management Services   
06 Jul 2020

Peer review:

I have known Andy for a number of years and always been impressed by his professionalism and attitude. In addition we have enjoyed many discussions in recent years regarding where our respective business sectors are heading in the future and I have been so impressed with his vision he has for his company. Affinity Group is in safe hands with him.

06 Jul 2020

Peer review:

Andy is personable, professional and extremely knowledgeable. His willingness to work flexibly and to take on new and difference challenges make him a pleasure to work with and you can see these characteristics reflected in the ethos of Affinity Group.

06 Jul 2020

Co-worker review:

Having worked directly with Andy for a number of years I have found him to be a dedicated professional who puts client service and sound professional advice as a priority. His leadership skills have been evident particularly over the past couple of years as he has overseen the growth of the Affinity Group.

05 Jul 2020

Peer review:

I have worked on several transactions with Andy over the years. His friendly approach, communication and ability to instil confidence in others is second to none.

04 Jul 2020

Co-worker review:

I have known Andy for over five years. We sit on Boards and worked together in many projects. He is diligent, honest, a person of integrity and above all very professional.

04 Jul 2020

Peer review:

I have worked with Andrew on several projects over many years. He is hardworking, pro-active, personable and extremely good at his job. He is a total professional and an ideal connection for advice and guidance across a broad range of areas.

Alan Davies    QuizBee   
03 Jul 2020

Institutional client review:

I have known Andy over 15 years and have always found him helpful, professional and knowledgeable. He adopts a “can do” attitude and this is mirrored by those he works with creating a dynamic working environment. This enables him and Affinity to provide an excellent service to their clients.

02 Jul 2020

Private client review:

In a sector consumed by M&A activity, most individuals and organisations are focused on acquiring smaller businesses, reducing staff and increasing preciously agreed fees, all in preparation for the next VC/PE sale. My experience with Andrew and Affinity is the exact opposite. Andrew took the time to understand our requirements, provided practical support at a reasonable fee level and achieved results.

02 Jul 2020

Co-worker review:

Andy is tenacious, driven, focussed, and the consummate professional. He approaches his work with both diligence and integrity, whilst ensuring solutions in a compliant and client focussed balance. Andy goes above and beyond in his endeavours and it is a real pleasure to be his colleague. He demonstrates great resilience in an ever-changing industry and regulatory landscape, making sure he equips himself to continue to offer the highest levels of service to clients and to oversee the strategy of the business.

Rachael McGeachie    Affinity (Isle of Man) Limited   
02 Jul 2020

Co-worker review:

Andy has been a invaluable role model and mentor during my time at Affinity. Mixing an approach of hands off and arm on the shoulder as appropriate.

02 Jul 2020

Co-worker review:

I have known Andrew since around 2009 and watched this tenacious business entrepreneur go from an admin to CEO within the same company through the understanding of deadlines and meeting / exceeding expectations. As well as knowing Andrew on a personal basis, I have also worked along-side him through many business ventures where we collaborate at various eGaming events to provide guidance and essentially get the client where they need to be by providing a straight-shooting depth of knowledge complimented by a personal one to one approach which these days is a very important skill to maintain. I introduce Andrew to mutual prospective clients with 100% confidence that they are in the very best of hands. To summarise, Andrew is one of the most friendly and business focused people that I have the pleasure to know and is backed by a powerful team that have learned from the best!

Gary Harrison    Domicilium (IOM) Ltd   
02 Jul 2020

Co-worker review:

Having known Andrew for over fifteen years I have been able to see first hand how his personal and proactive approach towards clients has been fully adopted by the Affinity team and embedded into the Affinity Group culture, allowing us to provide an unparalleled service to each and every one of our clients in all sectors.

01 Jul 2020

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com

Andrew Morgan currently has no reviews

Licensing new companies to expand into the Isle of Man

Affinity assisted with the formation of an Isle of Man entity for a large organisation that wanted to provide its own corporate service offering in the Isle of Man. This was achieved through Affinity taking the Company through the process of obtaining its own Class 4 (Corporate Services)  licence in the Isle of Man as part of this process Affinity became a Class 7 (Management and Administration) licence holder. Andy oversaw the client relationship personally, taking on the position of Director from its formation in 2012.  Andy became an invaluable contact for this organisation which has gone on to grow into a large organisation with a sizable workforce in the Isle of Man.