Trusted Advisors

To augment our in-house services, we're pleased to introduce you to trusted advisors who we've developed professional relationships with over our years in business.

Financial Advice & Wealth Management


James Todd was appointed as Operations Director of Money Options Group in December 2015, having worked within the company for 10 years. James oversees RetireInvest and Mortgage Options, both companies owned within the group.

As well as running the group businesses, James recently resumed his role as a Financial Adviser within RetireInvest and holds the qualifications of DipPFS, CeMap, equity release and long-term care, although focuses his expertise in the areas of pensions, investments, and personal and corporate protection.

Contact James by email or telephone 07904 446 951


Private Medical Insurance


Portman Health and Protection is a family-run Sheffield brokerage established in 2012 by Rob and Verity Portman.

With over 30 years of combined experience in the Private Medical Insurance market, Rob and his team offer professional advice to individual and company clients.

An in-depth understanding of how the Medical Insurance market works allow Portman Health to give quality advice on the best ways to structure cover to suit specific requirements and budgets.

Portman Health work alongside the UK’s most established health insurance companies, Bupa, Axa, Aviva, Vitality, and WPA.


Contact Rob by email at or telephone on 07795 901189.


HR Software and Service


citrus HR provides affordable HR support and time-saving online HR software that helps small, medium, and fast-growing businesses reach their full potential with help from their friendly experts.

It can be difficult for some small businesses to know when they need to bring in HR. If the past couple of years has shown us anything, it is that no matter how small, every business needs trustworthy HR advice and support. Whether this is for specific HR enquires or guidance for staying on the right side of UK employment law, citrus HR has your back.

At Lishmans we trust them to provide expert HR advice whenever we need it, and their HR software helps save time on holiday bookings, expenses management, time-tracking and much more, sensibly and affordably.

For more information visit:, call 0333 014 3888 or email:

Financial Services & Mortgages


Stephen is the Senior Broker at the Sheffield based McKenzie Financial Services Ltd. With over 18 years experience as an Independent Mortgage and Protection specialist, access to the market and also bespoke products with lenders and insurers, Stephen is ideally placed to provide tailored advice to his clients.

His current clients range from first time buyers, to large portfolio clients, from sole traders to directors of multinational companies. Self employed clients and company Directors are a real area of expertise for Stephen along with Sports professionals, Medical Professionals and Buy to Let investors. His ability to tailor advice to each individual circumstance is one of the many reasons he has built the portfolio of existing client relationships he has today.

The service Stephen provides is not just the initial advice and relationships with his clients are very much long term. He continues to review his clients mortgage and protection needs throughout the term of the mortgage to ensure his clients maintain the most competitive and suitable products.

Stephen can be contacted by email at or telephone on 07931 151200