Privacy Policy

This Privacy Policy explains how Meridian Wealth ("we", "us", or "our") collects, uses, and protects your personal information when you use our website and advisory services.

Information we collect

We may collect the following categories of personal data:

• Identity and contact data — name, address, email address, telephone number, and date of birth
• Financial data — income, assets, liabilities, investment objectives, and risk tolerance disclosed during consultations
• Technical data — IP address, browser type, device information, and pages visited on our website
• Communications — records of correspondence, meeting notes, and advice given

We collect this information directly from you, from third parties you authorise (such as accountants or solicitors), and automatically through cookies and analytics when you use our website.

How we use your information

We use your personal data to:

• Provide wealth management, investment, and financial planning services
• Meet our regulatory obligations as an FCA-authorised firm
• Communicate with you about your portfolio, appointments, and relevant market updates
• Improve our website and client experience
• Prevent fraud and ensure the security of our systems

We process your data on the basis of contractual necessity, legal obligation, legitimate interests, and — where required — your consent.

Sharing with third parties

We do not sell your personal data. We may share information with:

• Regulated service providers — custodians, platform providers, and fund managers who execute transactions on your behalf
• Professional advisers — solicitors, accountants, or tax specialists where coordinated advice is in your interest
• Regulators and authorities — the FCA, HMRC, or law enforcement where we are legally required to do so
• Technology providers — hosting, CRM, and secure communication tools bound by data processing agreements

All third parties are required to handle your data securely and only for specified purposes.

Data retention

We retain client records for a minimum of seven years after the end of our relationship, in line with FCA requirements. Marketing preferences and website analytics data are retained for shorter periods unless a longer retention period is justified.

Your rights

Under UK data protection law, you have the right to:

• Access the personal data we hold about you
• Request correction of inaccurate data
• Request erasure in certain circumstances
• Object to or restrict processing
• Data portability where applicable
• Withdraw consent at any time where processing is consent-based

To exercise these rights, contact us using the details below. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO).

Contact

For privacy enquiries, contact our Data Protection Officer at privacy@meridian-wealth.example or write to Meridian Wealth, 42 Grosvenor Square, London W1K 2HP.