Privacy Notice

Meridian Intermediaries is a trading name used by the service provider operating from England & Wales. For privacy and security reasons, we do not publish a personal residential address on this public website. If you become a client, our legal identity and service address will be set out in engagement documents and invoices.

Contact email: Info@MeridianIntermediaries.com

• Contact data: name, email address, organisation, role, and message content when you submit an enquiry.
• Business context: information you provide about an opportunity, requirements, deadlines, and related documents.
• Technical data: basic device and log information generated when you access a website (e.g., browser type, pages viewed, approximate location based on IP).

• To respond to enquiries and communicate with you.
• To assess and propose scope, timelines, and fees for services you request.
• To deliver services if you engage us (including drafting documentation and managing evidence you supply).
• To maintain business records, billing, and account administration.
• To protect our business from fraud, misuse, or security threats.

• Legitimate interests: responding to inbound enquiries and operating our business (balanced against your rights).
• Contract: where processing is necessary to perform a contract or take steps at your request prior to entering a contract.
• Legal obligation: where required for accounting, tax, or other legal compliance.
• Consent: only where we specifically ask for it (for example, optional marketing). You can withdraw consent at any time.

We do not sell personal data. We may share data with trusted service providers who help us operate the website and run the business (for example, email hosting, form processing, cloud storage, document collaboration, invoicing, and IT security), strictly as needed. We may also share data where required by law or to protect legal rights.

Website enquiry forms: messages submitted through our contact form are processed using a third-party form provider (Formspree) to deliver the contents to our email inbox.

We operate from the UK and may work with international clients (including the US). Some service providers may process data outside the UK. Where this occurs, we take steps intended to ensure appropriate safeguards are in place, such as contractual protections and transfer mechanisms recognised under UK data protection law.

• Enquiries: typically retained for up to 12 months for continuity, unless you ask us to delete sooner.
• Clients: retained for the duration of the engagement and thereafter as needed for legal, tax, and record-keeping requirements.

We may retain minimal records where necessary to establish, exercise, or defend legal claims.

Subject to applicable law, you may have rights to access, correct, delete, restrict, object to processing, and request portability of your personal data. Where consent is the lawful basis, you may withdraw it at any time.

To exercise rights, contact us at Info@MeridianIntermediaries.com. We aim to respond within a reasonable period and in line with legal requirements.

If you are not satisfied with our response, you can complain to the UK Information Commissioner’s Office (ICO).

We take reasonable technical and organisational measures intended to protect personal data from loss, misuse, unauthorised access, and disclosure. No method of transmission or storage is completely secure; however, we work to minimise risk and limit access.

We may use essential cookies required for website functionality and security. If we use analytics or marketing cookies, we will provide appropriate notice and choices as required. You can also control cookies through your browser settings.

We may update this notice from time to time. The “effective date” above indicates when it was last revised.