Privacy Policy

Effective date: 1 October 2025


Meridian Corporate Finance Ltd (“MCF”, “we”, “our”, “us”) is committed to protecting your privacy and ensuring that your personal data is handled in a secure and transparent manner. This Privacy Policy explains how we collect, process, store, and share personal information, and your rights in relation to your data.


We are a data controller under the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. Our registered office is Unit 4 Manor Farm Offices, Flexford Road, North Baddesley, Southampton, Hampshire, SO52 9DF.



1. Types of personal data we collect


We may collect and process personal data that is relevant to your relationship with us, including:

  • Identifiers: Name, title, gender, date of birth.
  • Contact information: Work address, email, telephone number; home contact details if voluntarily provided.
  • Business information: Company name, job title, specialism.
  • Financial and transactional data: Shareholder information, business accounts, financial forecasts, business plans.
  • Identity verification data: Passport, driving licence, utility bills for anti-money laundering checks.
  • Online data: Website usage, engagement with online services.
  • Professional contacts: Data about third parties engaged in transactions, introductions, or networking events.



2. How we collect personal data


  • Directly from you: When you contact us, subscribe to services, or interact via email, phone, or social media.
  • Public sources: Company websites, Companies House, news articles, business directories.
  • Third parties: Professional contacts, advisors, or other transaction participants.
  • Databases: Business research providers, such as Megabuyte, for transaction-related purposes.



3. Legal basis for processing


We process personal data on the following lawful bases:

  • Contractual necessity: To deliver our services and complete transactions.
  • Legal obligation: To comply with anti-money laundering, regulatory, and tax requirements.
  • Legitimate interests: For marketing, business development, managing events, and monitoring service quality.
  • Consent: Where you opt-in to receive communications or participate in surveys/events.



4. How we use personal data


We use personal data to:

  • Deliver corporate finance advisory services.
  • Communicate regarding transactions, corporate events, and company updates.
  • Comply with regulatory obligations, including AML checks.
  • Manage our business operations, risk, and quality control.
  • Support marketing, including e-newsletters and event invitations (with opt-out options).



5. Sharing personal data


We only share personal data where necessary and with appropriate safeguards:

  • Transaction parties: Other professionals, funders, or counterparties involved in specific transactions.
  • Professional service providers: Legal, accounting, IT, or marketing suppliers based in the UK or EU.
  • Regulators: ICAEW, HMRC, or other statutory bodies as required.


We ensure all third parties adhere to equivalent data protection standards.



6. Data retention


We retain personal data only as long as necessary:

  • Client transaction data: Retained for the duration of the transaction and 7 years post-completion.
  • Professional contacts: Retained while actively working with us and removed on request or when no longer relevant.
  • Client contact information: Retained until you request removal.



7. Cookies


We use cookies to monitor website usage and improve services. Cookies are non-intrusive and cannot access your personal files. You can manage or disable cookies in your browser, but some website functionality may be affected.



8. Data security


We implement physical, technical, and organisational measures to protect your personal data, including:

  • Secure cloud storage and on-premise servers.
  • Restricted access to staff trained in data protection.
  • Encrypted communications where appropriate.



9. Your rights


You have the right to:

  • Access your personal data.
  • Request correction of inaccurate data.
  • Request deletion or restriction of processing.
  • Object to processing for marketing or legitimate interests.
  • Request portability of your data.
  • Lodge a complaint with the Information Commissioner’s Office (ICO): https://ico.org.uk/concerns.


Requests will generally be addressed within one month, in line with UK GDPR.


To exercise your rights, contact us at info@meridiancf.com or by post to our registered office.



10. Changes to this Privacy Policy


We may update this Privacy Policy from time to time. The latest version will always be posted on our website.



11. Third-party websites


Our website may contain links to external sites. We are not responsible for the privacy practices of these websites. Please review their privacy policies separately.



12. Contacting us


For questions about this Privacy Policy or how we process personal data:

  • Email: info@meridiancf.com
  • Post: Meridian Corporate Finance Ltd, Unit 4 Manor Farm Offices, Flexford Road, North Baddesley, Southampton, SO52 9DF