Cashflow Analysis

Paladin Advice offers expert cashflow analysis to help clients make informed financial decisions with clarity and confidence. Whether assessing long-term financial stability, inheritance tax planning, property decisions, or stress-testing future scenarios, this service eliminates emotional bias and provides data-driven insights for secure financial planning.
Call 01227 937 793
Rated Excellent
TrustScore4.822,651 reviews on Trustpilot

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Paladin Advice offers expert cashflow analysis to help clients make informed financial decisions with clarity and confidence. Whether assessing long-term financial stability, inheritance tax planning, property decisions, or stress-testing future scenarios, this service eliminates emotional bias and provides data-driven insights for secure financial planning.

Financial Clarity

Understand how long your money will last and the impact of key financial decisions.

Decision-Making Support

Assess whether you can gift money, sell/rent property, or adjust investments confidently.

Stress Testing for Peace of Mind

Model scenarios such as partner loss, investment changes, or shifting income sources.

Integrated with Elderly Care Planning

Often included in the Elderly Care Options Report, ensuring a holistic approach to financial security.

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Need to manage your policy, add a new one or make changes?

Use our customer portal.

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What our customers say

Independent reviews collected by Trustpilot.

The whole process was handled very quickly and professionally.

FFrancis Cassidy
Oct 9, 2026

The company are very good and helpful. You ask anything they help you no problem.

MMrs Donna Kear
Oct 9, 2026

Sale assistant versus good at explaining all about the scooter very happy will be going to garden centre again as I would like to know if I can put next size wheels on my scooter

RRichard billich
Oct 9, 2026

No price increase is appropriated , good Company , easy to communicate with

TTony
Oct 9, 2026

I took out the insurance through careco when I purchased my scooter, very easy to do and a great price. Communication since then has been excellent . This has given me peace of mind when I go out on the scooter

BBarry Saunders
Oct 9, 2026

Very easy to contact....arranged my insurance very quickly

mmarlenr
Oct 9, 2026

very helpfull

DDennis Flack
Oct 9, 2026

Customer care very good

BBarrie Rowlands
Oct 9, 2026

Excellent advice and service

JJanet
Oct 9, 2026

Great deal at competitive price staff where very Frendley

JJohn Cook
Oct 9, 2026

A no hassle experience

TThomas Mcmillan
Oct 9, 2026

Had pleasant conversations with staff ,they were very helpful when I needed to review my policy .

ccustomer
Oct 9, 2026

The customer service lady helped me sort out what I needed to do. She did so with great patience and kindness. I had cause to ring again as I was unsure about something and, again, the customer service lady was so very patient and helped me find my account information on the app which I had trouble finding. This was my fault, I was pressing on the wrong part of the app. Once the lady directed me to the page I needed to be on I found all my information there and was very relieved and grateful for the help I got. I felt listened to and not rushed at all. I tend to overthink things and sometimes get myself in a mess but thanks to the lady I spoke to today I ended the call feeling much better and, dare I say, confident. At least I know if I get stuck again there is a great customer service team who I have every faith will give me as much help as necessary. Thank you so much.

CCarina
Oct 9, 2026

Lady on phone was very polite helpful made it all very easy.

SStuart Blaydon
Oct 9, 2026

A very helpful and friendly call centre. Helpful and informative. I would certainly recommend this company. After sales help first class. Thank you yours, H. McBride

MMr Mcbride
Oct 9, 2026

Great service

DDermot Kavanagh
Oct 9, 2026

Used Mark Bates insurance for 7 years and never occurred any problems, reasonable price and very helpful

EEmily Pridmore
Oct 9, 2026

Very easy to understand policy and helpful. Consistence prices.

ccustomer
Oct 9, 2026

Recomended by Careco, seamless transaction, excellent

MMrs CAROL WRIGHT
Oct 9, 2026

Friendly and pleasant, and reasonable rates.

CChris Gillett
Oct 9, 2026