Privacy Policy

1. Introduction

Meridian Wealth Office (“we”, “us”, “our”) is committed to protecting your personal data and handling it responsibly.

We operate in accordance with the UK GDPR and the Data Protection Act 2018, and we are registered with the Information Commissioner’s Office as a data controller.

This Privacy Policy explains how we collect, use, and protect your information when you use our website or services.

2. Information We Collect

We may collect and process the following data:

a) Information you provide

Name, email address, phone number
Information submitted via contact forms
Any details provided during consultations

b) Automatically collected data

IP address
Browser type and device information
Website usage data (via cookies)

c) Sensitive / financial data

Where relevant to our services:

Financial information
Identification documents (for compliance/KYC)

3. How We Use Your Information

We use your data to:

Respond to enquiries and communicate with you
Provide financial and advisory services
Carry out onboarding and due diligence (KYC/AML)
Improve our website and services
Comply with legal and regulatory obligations

4. Legal Basis for Processing

We process your data under:

Contractual necessity
Legal obligation
Legitimate interests (to operate and improve our business)
Consent (where applicable)

5. Sharing Your Data

We do not sell your data.

We may share your information with:

Regulated financial institutions and product providers
Professional advisers (legal, tax, compliance)
Technology providers supporting our operations

All third parties are required to handle your data securely and in line with applicable laws.

6. International Data Transfers

Due to the international nature of our services, your data may be transferred outside the UK.

Where this occurs, we ensure appropriate safeguards are in place in line with UK GDPR requirements.

7. Data Security

We take data security seriously and implement appropriate measures, including:

Restricted access to personal data
Secure storage systems
Use of encrypted communication where appropriate

However, no system is completely secure, and we cannot guarantee absolute security.

8. Data Retention

We retain personal data only as long as necessary for:

Service delivery
Legal and regulatory obligations
Business and record-keeping purposes

9. Your Rights

Under data protection laws, you have the right to:

Access your personal data
Request correction of inaccurate data
Request deletion of your data
Restrict or object to processing
Withdraw consent (where applicable)

To exercise these rights, please contact us using the details below.

10. Cookies

Our website may use cookies to enhance user experience and analyse traffic.

You can control cookie settings through your browser.

11. Third-Party Links

Our website may contain links to third-party websites.

We are not responsible for their privacy practices.

12. Contact Us

If you have any questions about this Privacy Policy or how your data is handled, please contact:

Email: info@meridianwealthoffice.com

13. Updates to This Policy

We may update this Privacy Policy from time to time.

The latest version will always be available on our website.