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Privacy Policy

By using our website you are agreeing to the use of your data and information as described by this Privacy Policy.

This policy should be read in conjunction with our Terms & Conditions of Business, specifically Section 26: How we use your data and our Cookies policy as between them they constitute the information notice we are required to provide to you under the General Data Protection Regulation (GDPR)


We recognise that your privacy is important and we are committed to protecting it. We respect your privacy and have provided this policy to inform you of the data and information we collect and how it may be used. This policy can be used as a guide to aid your understanding of how our practices use data and information supplied to us and it allows you to make informed choices about using our products and/or services.


In terms of website use, this policy only refers to our websites which are using the https://www.pilling.co.uk, https://www.pilling.com, https://www.pillingcwa.co.uk and https://www.pilling.info domains. There may be links from these website domains to other websites which you may find useful but you should understand that once you leave our domain you have left our website and therefore our privacy policy. These websites may have their own privacy policies and we recommend you read and understand these also. Note: We do not accept any liability or responsibility for the practices of such third party websites and use of them is entirely at your own risk.

Data and Information Collection

This policy applies to all information, including personal information, submitted to us either electronically or in any other document form while using our websites.

The types of information or personal information we may process, store and/or transport, may consist of, but is not limited to in electronic or other document form as follows:

Title, Job Title, Initials, Name, Date of Birth, Postal Address, Email Address, Phone Number, Fax Number, Mobile Number, Username, Password, Passport Details, Account Information, Bank Account Information, Payment Account Information, Credit or Debit Card Information, Cheque Information, Email Contents and Our Replies, Postal Mail, Faxes, Telephone Call Logs and Recordings, Document Scans, Website Access, Website Document Downloads, Website Form Submissions, Internet Protocol (IP) Addresses, Browser Type, Browser Cookie Information, Social Media Communications and Other Information you provide to us including Dates and Times of Requests or Submissions.
You are under no obligation to provide any personal or other information to us but by not doing so it may limit our products and/or services available to you.

Examples of Data and Information collection mechanisms on our websites:

  • Enquiring for further information using our Enquiry Form;
  • Registering for access to Client Web Access (CWA);
  • Submitting a Curriculum Vitae by email;
  • Subscription to a Mailing List.

Use of Cookies and Webserver Logs

Our webservers collect typical webserver logs (e.g. IP address, browser type, pages requested etc.) to help us monitor website usage, monitor user experience and manage webserver efficiency.  We also make use of ‘Cookies’ in some parts of our website; see our Cookie Policy for further information on Cookies and how we use them.

Use of Data and Information

Any personal data provided by you, or on your behalf will be processed in accordance with the General Data Protection Regulation (GDPR) and associated UK Data Protection laws. We only process your personal data when there is a lawful basis to do so under the GDPR. In most instances, this will be on the basis that it is necessary for the performance of a contract you hold with us, or in order to take steps to enter into such  a contract. However, we may also rely upon what are known as the ‘legitimate interests’ and ‘legal obligation’ bases in certain circumstances. We use the information you provide to us so we can deliver products and/or services to you which may include for example, but not limited to, the following:

  • Sending promotional material;
  • Making or receiving payments;
  • Personalise the delivery of content;
  • Contact you to discuss an enquiry;
  • Block disruptive use;
  • Any other context which is obvious from the type of communication.​​​​​​

Note: Should you communicate with us in an offensive, inappropriate, objectionable, defamatory or disruptive manner we may use your information to stop any such communication.

Disclosure of Data and Information to Third Parties

We do not sell your information but may share it to third parties where it is necessary in order to deliver our products and/or services. We do however require that these third parties comply with this privacy policy, or similar, and they do not use your information for their own purposes. These third parties may include information technology services, identity management services, website hosting and management, data backup and security services. Some of these services may involve the transfer of data or information to Countries with different or no data protection laws compared to that of the United Kingdom.

At any time you may withhold or withdraw consent for use of your data or information but this may affect the products and/or services available to you.

Where we believe you may be in breach of laws, or requested to do so by government, security services, law enforcement agencies, legal or regulatory obligations / requests, we may disclose data or information as required.

By providing information to us you are explicitly consenting to the sharing and such disclosures.

For full details of how and why we process your data and information, including ‘special categories’ of data please see Section 26 of our General Terms & Conditions of Business

Data Retention

We hold your submitted data and information only for as long as required for the purposes for which it was collected or as required by law (e.g. legal and regulatory records etc.).

We shall not contact you to promote products and/or services if you have notified us not to.

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Members of The London Stock Exchange
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Registered Office: Henry Pilling House, Booth Street, Manchester, M2 4AF, UK
© 2018 Pilling & Co Stockbrokers Ltd., All rights reserved. E&OE

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Important Notice: The value of investments can fall and you may get back less than you invested. Past performance is not a reliable indicator of future returns. There is no guarantee that the tax efficient nature of any investment product mentioned within this website will remain. Investments may not be suitable for everybody and potential investors are recommended to seek independent advice before investing.