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Stephen Roddy

Financial Advisor Belfast_edited_edited.

About Steve

Steve is the co-founder of Optima Health and Life, a dynamic firm specialising in business protection solutions.

His expertise stems from a distinguished career in the financial services sector, where he honed his skills working his way up to sales director prior to founding Optima Health and Life.

At Optima Health and Life, Stephen's vision is centred around providing comprehensive protection for businesses against a myriad of risks.

Leveraging his background in financial services, he brings a strategic approach to the table, ensuring that clients receive tailored solutions that meet their specific needs.

With a focus on transparency and client-centricity, Steve embodies the ethos of Optima Health and Life. His leadership style is characterised by a commitment to excellence and a relentless pursuit of innovative strategies to safeguard businesses in an ever-changing landscape.

Beyond the boardroom, Steve is known for his pragmatic mindset and ability to inspire those around him. Under his guidance, Optima Health and Life has earned a reputation for delivering exceptional service and peace of mind to clients, cementing its position as a trusted partner in business protection.

Steve 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. You can contact me Will Writing, Estate Planning, Trust Planning, Business Succession Planning, and Inheritance Tax Planning

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