Business & Financial Consultants
We're an experienced, dynamic and growing group of advisors from all sectors of the financial services arena, all across the UK. Our team come from a background working and advising on pensions and investments, residential, buy to let and corporate mortgages , protection specialists, private medical insurance, banking and business advice. We specialise and focus on advising and arranging valuable protection for businesses and corporate clients, their families and employees throughout the whole of the UK.
With decades of experience behind us, we understand the complexity and requirements of todays business leaders. We understand the risks you face and the rewards you wish to protect. Whether you want to restructure your remuneration more tax efficiently or provide the financial security to your fellow directors and partners, we can help.
We work with you and listen to both your concerns and aspirations. Are you looking for tax efficient strategies to reward both yourself and your employees? Are you concerned about succession planning? Have you key people you wish to reward or need to insure?
We offer advice to business owners face to face (including online) and do not charge a fee.
Stephen Roddy
Partner & Business Protection Adviser
As a Co Founder and partner of Optima Health and Life, Stephen specialises in business protection. He comes from Vantage Health & Life were he held the position of Sales Director. Stephen helps strategise comprehensive risk management solutions tailored to safeguard the assets and continuity of enterprises against unforeseen adversities.
Neill Craig
Business Protection Adviser
Drawing from a background in banking, our business protection adviser leverages a deep understanding of financial dynamics to tailor strategic solutions ensuring the resilience of enterprises against potential risks.
Martyn Hopson
Business Protection Adviser
With over 30 years experience in financial service, I now help Directors Protect their Business, Protect their share value and Protect their Family with Tax efficient Insurance Products, Life Assurance, Critical Illness Cover, Income Protection and Medical Insurance
.jpg)
Business Protection Adviser
Deborah specialises in healthcare protection, providing expert advice on private medical insurance, business healthcare, and family health plans. She also supports clients with comprehensive life protection solutions—including life insurance, critical illness cover, income protection, and estate planning. With a focus on safeguarding both personal and business futures, Deborah helps clients find tailored strategies that offer peace of mind and financial security.
Gerry McCready
Partner & Business Protection Adviser
As the Co Founder and partner of Optima Health and Life with over 30 years of combined experience in financial services, estate agency and the mortgage market, Gerry brings unparalleled expertise to crafting robust strategies safeguarding enterprises against potential risks.
Patrick Lowe
Business Protection Adviser
In the somewhat daunting world of insurance I want to offer clients expert advice and access to a broad range of products making the process of purchasing protection simple. With that, giving the client a bespoke offering to suit their needs and the continuity and comfort which comes from managing changes as life progresses.
Elaine Roberts
Business Protection Adviser & Mortgage Adviser
I have spent over 30 years in the Financial Services industry with a genuine passion for helping people achieve their goals. While I am now based in Northern Ireland my work has taken me around the world, giving me the chance to connect with different cultures and perspectives along the way. Outside of work, family life is at the heart of what I do and I enjoy expressing my creativity through interior design and the love of music, both of which bring me balance and inspiration.
Simon French
Business Protection Adviser
Simon is a reliable and ethical advisor with a robust network across Surrey and Sussex, making him ideally positioned to provide expert guidance on Mortgages, Buy-to-Let (BTL) investments, Protection, and Later Life solutions. He holds CeMAP, CeRER, and CAS qualifications.