About us

Welcome to Optima Health and Life, where financial expertise meets innovative insurance solutions.

Our goal is to support accountants, finance and property professionals in providing their clients with tax-efficient insurance options that can be easily incorporated into expenses.

At Optima Health and Life, we specialise in arranging tailored insurance plans that maximise tax benefits and financial security.

We understand the importance of efficient financial planning, and our services are designed to help clients, particularly business owners, make the most of their insurance in a tax efficient manner.

We recognise the vital role that accountants, finance and property specialists play in guiding their clients' financial decisions. By partnering with us, you can offer your clients a valuable resource for optimising their insurance coverage while minimising tax liabilities.

Furthermore, our partnership is built on mutual success. For every appointment generated through your referral, Optima Health and Life ensures fair compensation, reinforcing our commitment to our partners' prosperity.

Partner with us and empower your clients in achieving their financial goals with confidence.

Book a call

Schedule a video call with Optima Health and Life to explore how we can help your clients unlock director benefits and minimise corporate tax liability using exclusive insurance products available to authorised advisers.

Partner Programme

Should you believe our services could aid your clients in enhancing their business's tax efficiency while safeguarding critical assets such as their business, income, and family, we invite you to consider referring them to us for regulated advice and guidance.

Trust

Optima Health Life are rated 5 stars on Google and Trust Pilot. We are a trading style of Match Mortgages Limited who are directly authorised by the FCA. We have access to a comprehensive panel of insurers most of which are 5* Defaqto rated.

Analyse the savings

We can provide concrete illustrations of the substantial savings achieved by directors through the adoption of tax-efficient insurance plans, which are funded as permissible business expenditures, with eligibility criteria ensuring exemption from P11D reporting.

Passive Income

We will remunerate you for every client appointment completed with us, regardless of whether the client proceeds with an insurance application. Our introducers receive a fee of between £125 and £200 for each completed appointment, or can elect for an uncapped commission percentage. Terms and conditions apply. Available on request.

Transparency

We offer access to a shared CRM platform, enabling you to monitor the progress of appointments, facilitating transparency and aiding in the calculation of your compensation.

Get Started