Paul McAllen & Co
PM
Financial Advisors
Paul McAllen & Co
First Floor Cranham House, Stourbridge DY8 4BU
# Paul McAllen & Co - Business Description
Paul McAllen & Co operated as an independent financial adviser firm in Stourbridge for over 15 years, managing close to £100m in client assets until closure in 2024. The firm specialised in serving high-net-worth professionals including academics, medical practitioners, diplomats and government advisers who demanded rigorous, evidence-based investment strategies.
The business distinguished itself through a research-driven methodology spanning data back to 1900, combined with proprietary in-house analysis systems. Rather than chasing trends, PM&Co focused on relative returns—demonstrating measurable outperformance during both bull markets and downturns. Notably, during the 2020 market collapse triggered by COVID-19, not a single investment client lost money despite the UK stockmarket falling 13% annually and experiencing a 35% drawdown at its nadir.
PM&Co's approach emphasised long-term discipline over market timing, helping clients navigate crises including the Credit Crunch and post-Brexit volatility. They identified overlooked financial planning opportunities competitors missed, delivering personalised strategies rather than generic solutions.
The firm's philosophy rejected short-term noise and media-driven panic, instead encouraging clients to maintain investment discipline through "interesting times." Though PM&Co ceased regulated financial advisory operations in 2024 with client portfolios transferred to trained successors, Paul McAllen now operates PM&Co Financial Analysis as an investment research company, maintaining the rigorous analytical standards that defined the original practice.
Paul McAllen & Co operated as an independent financial adviser firm in Stourbridge for over 15 years, managing close to £100m in client assets until closure in 2024. The firm specialised in serving high-net-worth professionals including academics, medical practitioners, diplomats and government advisers who demanded rigorous, evidence-based investment strategies.
The business distinguished itself through a research-driven methodology spanning data back to 1900, combined with proprietary in-house analysis systems. Rather than chasing trends, PM&Co focused on relative returns—demonstrating measurable outperformance during both bull markets and downturns. Notably, during the 2020 market collapse triggered by COVID-19, not a single investment client lost money despite the UK stockmarket falling 13% annually and experiencing a 35% drawdown at its nadir.
PM&Co's approach emphasised long-term discipline over market timing, helping clients navigate crises including the Credit Crunch and post-Brexit volatility. They identified overlooked financial planning opportunities competitors missed, delivering personalised strategies rather than generic solutions.
The firm's philosophy rejected short-term noise and media-driven panic, instead encouraging clients to maintain investment discipline through "interesting times." Though PM&Co ceased regulated financial advisory operations in 2024 with client portfolios transferred to trained successors, Paul McAllen now operates PM&Co Financial Analysis as an investment research company, maintaining the rigorous analytical standards that defined the original practice.
Services offered
Investment portfolio managementRisk mitigation strategiesLong-term financial planningMarket analysis and researchRetirement planningWealth preservationEconomic forecastingClient education and advisory