Elaine Roberts
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.
My Services
Protection
I advise and arrange life insurance, critical illness cover, mortgage protection, family income benefit, whole of life insurance, and income protection to keep you and your family secure.
Business Protection
Specialising in tailored business protection: key person insurance, shareholder protection, business loan cover, executive income protection, and Relevant Life Plans to secure you and your company’s future.
Mortgages
Looking to secure a mortgage? I'm here to help you navigate the process with ease. Together, we explore your options and find the best solution tailored to your needs. Let's get started on making your dream home a reality.
Expert Advice
Expert support with estate planning, setting up trusts for life insurance, and comparing critical illness cover to protect your assets and loved ones.
Elaine Roberts
With more than 30 years of experience in financial services, I focus on delivering clear, practical advice across mortgages, life insurance, income protection and critical illness cover. As an adviser at Optima Health and Life, my priority is helping clients protect their income, their families and their homes through well structured, sustainable protection strategies. I work closely with individuals, families and business owners to identify risks, close financial gaps and put solutions in place that stand up when they are needed most. My approach is straightforward, advice led and built around long term client outcomes rather than short term transactions.