Financial Planning Team
Andy Dixon – Director & Chartered Financial Planner
Andy must like taking exams. He has two degrees; one in Engineering and the other in Financial Services; but it doesn’t stop there. He has been awarded the designation of Associate of the Chartered Insurance Institute by completing exams in subjects such as Taxation, Investment and Business Strategy.
Further exams meant he was also awarded the Associateship by the Personal Financial Society and is also a Chartered Financial Planner – considered the pinnacle of his profession. With all this experience and knowledge, Andy routinely helps individuals improve their overall financial position by taking a holistic approach to his financial planning advice.
Andy lives in Leamington Spa and as well as spending time with family loves to play Real Tennis and squash.
Derrick McEvoy – Director and Chartered Financial Planner
Derrick started work in pensions in 1983 but took a different path to most of the financial services industry. While he was working for pension companies he studied for a Financial Services degree in his spare time; while many in his industry were struggling to embrace professionalism, Derrick became an Associate and then a Fellow of the Chartered Insurance Institute.
Directly before developing the corporate proposition for Ascent Financial Consulting, Derrick worked for more than ten years at KPMG Pensions dealing with defined benefit (final salary) schemes where he led a team of pension professionals – including actuaries, administrators and consultants. During this time he helped companies and trustees deal with a broad range of issues including pensions strategy, funding, investment and the impact of changing legislation.
Today, he works closely with Ascent’s corporate clients, large and small including Severn Trent Water and Tarmac.
Derrick lives in Knowle in Solihull. In his spare time, he enjoys keeping fit by going for long walks and having personal training sessions.
Richard McKenlay – Financial Planner
With 32 years of experience in financial services, Richard has dedicated the last 5 years to helping clients achieve their financial goals as a trusted financial planner. He takes enormous pride in understanding each client’s unique priorities and is committed to providing personalised guidance and support throughout their financial journey.
At Ascent Financial Consulting, Richard specializes in developing comprehensive financial plans that align with clients’ aspirations; his extensive experience enables him to navigate complex financial landscapes and offer tailored solutions that truly resonate with clients.
Outside of work and spending time with family, Richard has a passion for all sports, with a particular love for tennis. He enjoys both playing and following the sport, and remains an avid supporter of Leicester City, cheering through the team’s ups and downs.
