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Stephen Roddy

Financial Advisor Belfast_edited_edited.

About Stephen

Stephen co-founded Optima Health and Life, a lively company dedicated to helping businesses protect themselves from various risks.

He brings a wealth of experience from his impressive career in financial services, where he climbed the ranks to become a sales director before launching Optima.

At Optima Health and Life, Stephen is passionate about ensuring that businesses have the coverage they need to thrive amidst uncertainties. He uses his financial background to create personalized strategies that really cater to what each client needs.

Known for his transparency and focus on clients, Steve embodies the spirit of Optima Health and Life. His leadership is all about striving for excellence and finding fresh, innovative ways to keep businesses safe in a constantly changing world.

Outside of work, Stephen is recognized for his down-to-earth approach and ability to motivate those around him. Thanks to his guidance, Optima Health and Life has built a solid reputation for providing outstanding service and peace of mind, making it a go-to partner for business protection.​

Stephen advises on Life Insurance, Critical Illness Cover, Income Protection, Building and Contents Insurance, Private Medical Cover, Relevant Life Insurance, Executive Income Protection, Key Person Insurance, Business Loan Protection, Shareholder Protection, and Landlords insurance, Business Succession Planning and Inheritance Tax Planning.  I work on behalf of professionals for Will Writing, Estate Planning, and strategic Trust Planning.

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Life Insurance
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Critical
Illness
Cover
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Income
Protection
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Shareholder
Protection
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Executive
Income
Protection
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Relevant
Life Insurance
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Key
Person
Insurance
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Business
Loan 
Protection
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Estate
Planning
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Strategic
Wills

Let’s Work Together

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