Stephen Roddy

Stephen is the co-founder of Optima Health and Life, a dynamic firm focused on helping businesses protect themselves against a wide range of risks. With a successful background in financial services, culminating in a sales director role before launching Optima,  Stephen brings both expertise and strategic insight to the table.

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He specialises in tailoring protection strategies that meet the unique needs of each client, always leading with transparency and a strong client-first ethos. Under his leadership, Optima has become known for its outstanding service and innovative approach to business protection.

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Stephen advises on:

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• Life Insurance

• Critical Illness Cover

• Income Protection

• Buildings & Contents Insurance

• Private Medical Cover

• Relevant Life Insurance

• Executive Income Protection

• Key Person Insurance

• Business Loan Protection

• Shareholder Protection

• Landlords Insurance

• Business Succession Planning

• Inheritance Tax Planning

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He also works with trusted professionals in:

• Will Writing

• Estate Planning

• Strategic Trust Planning

• Company Pensions

• Mortgages

• Equity Release