Privacy Policy

Merali Beedle Limited (“We/Us”) are committed to protecting and respecting yourprivacy.

This notice (together with our terms of business and any other documents referred to in it) sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us. Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it. By visiting our website you are accepting and consenting to the practices described in this notice.

Merali Beedle use the term ‘Partners’ torefer to the Directors of the firm.


We will collect and process the following data about you:

  • Information you give us. This is information about you that you give us by filling in forms on our website (our site) or by corresponding with us by phone, e-mail or otherwise. The information you give us may include your name, address, e-mail address and phone number, financial and credit card information.
  • Information we collect about you. With regard to each of your visits to our site we will automatically collect the following information:
  • technical information, including the Internet protocol (IP) address used to connect your computer to the Internet, browser type and version, time zone setting, browser plug-in types and versions, operating system and platform;
  • information about your visit, including the fullUniform Resource Locators (URL), clickstream to, through and from our site(including date and time), products you viewed; page response times, downloaderrors, duration of page visits, page interaction information (such asscrolling, clicks, and mouse-overs), methods used to browse away from the pageand any phone number used to call our customer service number.
  • Information we receive from other sources. This is information we receive about you from third parties (including, for example, business partners, sub-contractors in technical, payment and delivery services, advertising networks, analytics providers, business intelligence and search information providers). Where appropriate, will notify you when we receive information about you from them and the purposes for which we intend to use that information.


A cookie is a piece of text that is stored on your computer by your web browser. We use cookies to monitor how people use our site so we can develop and improve the design, layout and function of the site.

Cookies enable us to identify your device. We use cookies that are strictly necessary to enable you to move around the site or to provide certain basic features. We use cookies to enhance the functionality of the website by storing your preferences, for example. We also use cookies tohelp us to improve the performance of our website to provide you with a better user experience. We also allow cookies that may be served where we embed social media links such as X, YouTube and LinkedIn.

If you do not want us to use cookies in yourbrowser, you can remove cookies from your computer's hard drive, or set yourbrowser to block cookies or to send a warning notice before a cookie is storedon your computer. However, please note that you may not be able to use many ofthe services on our website or other websites without cookies.

More detailed information on cookies can be found at

The legal basis for processing your Personal Data

In order to comply with applicable data protection laws, we are required to set out the legal basis for processing your PersonalData. In accordance with the purposes for which we collect and use yourPersonal Data, as set out above, the legal basis for processing your PersonalData will typically be one of the following:

  • our own or our third parties’ legitimate business interests (for example, in maintaining and promoting our business by providing customers with feedback opportunities or other instances where we have carried out a legitimate interests assessment and have     established an existing legitimate interest);
  • the performance of a contract that we have in place with you;
  • your consent where appropriate;
  • to protect your vital interests; or
  • compliance with our legal obligations.

Uses made of the information

We use information held about you in the followingways:

  • Information you give to us. We will use this information:
  • to carry out our obligations arising from any contracts entered into between you and us and to provide you with the information, products and services that you request from us;
  • to provide you with information about other services we offer that are similar to those that you have already engaged us for or enquired about;
  • to notify you about changes to our service;
  • to ensure that content from our site is presented in the most effective manner for you and for your computer.
  • Information we collect about you. We will use this information:
  • to administer our site and for internal operations, including troubleshooting, data analysis, testing, research, statistical and survey purposes;
  • to improve our site to ensure that content is presented in the most effective manner for you and for your computer;
  • as part of our efforts to keep our site safe and secure;
  • Information we receive from other sources. We will combine this information with information you give to us and information we collect about you. We will use this information and the combined information for the purposes set out above (depending on the types of information we receive).

Disclosure of your information

You agree that we have the right to share your personal information with:

  • Selected third parties including:
  • business partners, suppliers and sub-contractors for the performance of any contract we enter into with them or you;
  • analytics and search engine providers that assist us in the improvement and optimisation of our site;

We will disclose your personal information to third parties:

  • In the event that we sell or buy any business or assets, in which case we will disclose your personal data to the prospective seller or buyer of such business or assets.
  • If all or some of our assets are acquired by a third party, in which case personal data held by us about our customers and employees will be one of the transferred assets.
  • If we are under a duty to disclose or share your personal data in order to comply with any legal obligation, or in order to enforce or apply our terms of use and other agreements; or to protect the rights, property, or safety of us, our customers, or others.
  • We have outsourced the client due diligence data capturing to asecure third party called Legl, who run checks on the PEP and sanctions lists.Legl are a "data controller", and like Merali Beedle, will complywith the obligations and responsibilities under data protection laws inrelation to use of your personal data. Legl will run a Financial Screening, Indoing so, your personal data will be disclosed to Equifax Limited, a creditreference agency, which may keep a record of that information and provide it(and the fact that a search was made) to its other customers to verifyidentity, assess the risk of giving credit, prevent fraud and money laundering,and trace debtors. You should review Equifax Limited’s CRA Information Notice.
  • We have a legal duty in certain circumstances to makeinformation available to the relevant authorities should we know or suspectabout matters regarding 'criminal property' and/or 'terrorist property'. Inthese circumstances, we may not be able to continue work for you until we havereceived permission from the relevant authorities to do so. We may also not beable to tell you that we have made information available to the relevantauthorities and/or our reasons for doing so. If, as a result of the Firmcomplying with legislation, the Firm would be obliged to do or refrain fromdoing tasks relating to the client's matter, then the Firm shall not be heldliable for any consequences of that.

Where we store your personal data

The data that we collect from you is stored on our server in the UK. It will be processed by staff that work for us or on our behalf. Your personal data may be transferred within or outside the EuropeanEconomic Area. By submitting your personal data, you agree to this transfer, storing or processing. We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance applicable law and this privacy notice.

Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.

Records retention

The law requires the Firm to retain your personal data for upto five years before destroying the records. However, you agree to the Firm holding your personal data for seven years (or fifty years for probate andWills matters) unless you specifically ask us to destroy your records after five years.


Your rights

Where applicable law applies, you have the right toask us not to process your personal data for marketing purposes. We willusually inform you (before collecting your data) if we intend to use your datafor such purposes or if we intend to disclose your information to any thirdparty for such purposes. You can exercise your right to prevent such processingby checking certain boxes on the forms we use to collect your data.

Our site may, from time to time, contain links toand from the websites of our partner networks or our regulator.  If youfollow a link to any of these websites, please note that these websites havetheir own privacy policies and that we do not accept any responsibility orliability for these policies.  Please check these policies before yousubmit any personal data to these websites.

Social media features

Our site may also include social media or leadgeneration features, such as Facebook or Twitter buttons and widgets, such asthe share this button.  These features may collect your IP address, whichpage you are visiting on our site and may set a cookie to enable the feature tofunction properly.  Social media and lead generation features and widgetsmay be hosted by a third party and your interactions with these features andwidgets are governed by the privacy notice of the company providing it.


Our site is directed at an adult audience and we donot knowingly collect information from or about children.

Data subject rights

Data subjects in the EEA and other jurisdictions may have rights in relation to their personal data which include:

  • Right to rectification. Data subjects may request that we rectify any inaccurate or incomplete personal data.
  • Right to withdraw consent. Data subjects may at any time withdraw their consent to the processing of their personal data carried out by us on the basis of their previous consent. Such withdrawal will not affect the lawfulness of processing based on such     previous consent.
  • Right to make a subject access request (SAR). Data subjects may request in writing copies of their personal data. However, compliance with such requests is subject to certain limitations and exemptions and the rights of other individuals. Each request should make clear that a SAR is being made. You may also be required to submit a proof of your identity and any  payment permitted by law, where applicable.
  • Right to object to processing including automated processing and profiling. We do not make automated decisions about data subjects. However, we may rely  on information provided by third parties such as credit reference agencies which may score data subjects on the basis of automated decisions. Profiling may be carried out for business administration purposes, such as  monitoring trends in user visits of our website and in order to deliver relevant ads to users’ devices. We will comply with valid objection     requests unless we have a compelling overriding legitimate ground for the continuation of our processing or we have another lawful reason to refuse such request. We will comply with each valid opt-out request in relation to marketing communications.
  • Right to erasure. Data subjects may request that we erase their personal data. We will comply, unless there is a lawful reason for not doing so. For example, there may be an overriding legitimate ground for keeping the personal data, such as, our business record retention obligations that we have to comply with.
  • Restriction. Data subjects may request that we restrict our processing of their personal data in various circumstances. We will comply, unless there is a lawful reason for not doing so, such as, a legal obligation to continue processing your personal data in a certain way.
  • Right to data portability. In certain circumstances, data subjects may request the controller to provide a copy of their personal data in a structured, commonly used and machine-readable format and have it transferred to another provider of the same or similar services. We do not consider that this right applies to our Services. However, to the extent it does, we will comply with such transfer request. Please note that a transfer to another provider does not imply erasure of the data subject’s personal data which may still be retained for legitimate and lawful purposes.
  • Right to lodge a complaint with the supervisory authority. We suggest that data subjects contact us about any questions or complaints in relation to how we process their personal data. However, each data subject has the right to contact the relevant supervisory authority directly.

Changes to our privacy notice

Any changes we make to our privacy notice in the future will be posted on this page and, where appropriate, notified to you by e-mail. Please check back frequently to see any updates or changes to our privacy notice.


Questions, comments and requests regarding this privacy notice are welcomed and should be addressed to  

Updated May 2024