Privacy Policy

Melo Advisory Services Limited takes your privacy seriously, and we will only use your personal data as permitted by current data protection legislation. This Privacy Notice explains the information Melo Advisory Services Limited collects and what the information is used for.

We review this Privacy Notice regularly, and our most recent version is on our website.

If you have any questions or concerns regarding this Privacy Notice, please email thomas@melo.co.uk or write to us at Suite 9 West Wing, Jason House, Kerry Hill Horsforth, Leeds, LS18 4JR.

Who are we?

Melo Advisory Services Limited, trading as Melo (Company Number 11161713) is ultimately owned by Melo Advisory Limited, a company incorporated in England and Wales whose registered Company Number is 15616637.

Our registered office address is Melo Advisory Services Limited, Suite 9 West Wing, Jason House, Kerry Hill Horsforth, Leeds, LS18 4JR.

Before we start

Our website may have links to third-party websites, plug-ins and applications. If you click on those links or enable those connections, you may allow those third parties to collect or share data about you. If you follow a link to any of these websites, please note that you have left our site and these websites have their own privacy notices which we encourage you to read before submitting any personal information to them.

What data do we collect?

Depending on your relationship with us we collect, use, store and transfer some or all of the following data:

Identity and Contact Data: including your names, date of birth, postal address, email address and telephone numbers;

Financial Data: where we are making or receiving payments;

Client Data: all of the personal data that you may give to us in connection with our engagement with you including information and details about your business and business transactions;

Transaction Data: details of services we provide to you;

Technical Data: information we collect automatically when you visit our website, including your IP address, browser details, and device details (please see Cookie section for more details);

Marketing and Communications Data: how you wish to receive marketing from us;

Sensitive Data: we do not usually ask for this, but we may you to provide  us with a copy of your passport page which contains your photograph and/or copies of official UK documentation, such as bank statements, utility bills or other accepted information that confirm your identify. We will hold this data securely and delete it as soon as it is no longer needed.

Can I withhold my data from you?

Of course you can. But where we need to collect personal data by law, or to provide services to you, and you fail to provide that data when requested, we may not be able to provide our services to you. If this is the case, we will speak with you at the time, but we may have to suspend or end our engagement, if we cannot resolve the matter.

Where do we collect your data from?

We collect the data we hold on you when you interact with us.

If you are interested in selling your business, we may collect your data from your professional advisors, banks, and other freely available public information such as the FCA Register and Companies House.

How do we use your personal data and how long will you keep it for?

We will only use your personal data when the law allows us to.

The table below, describes all of the ways we plan to use your personal data, and which of the legal bases we rely on to do so. We may process your personal data without your knowledge or consent, where this is legally required or allowed.

We may use your personal data for more than one lawful ground depending why we are using it. If you are uncertain which specific legal ground applies in your case, please contact us using the details above so we can advise you.

What about marketing?

We will never sell your information to any third party for marketing purposes.

You may receive marketing communications from us about our business and services if you have requested information from us or previously been a client of Melo Advisory Services Limited and you have not withdrawn your consent to receiving that marketing.

You can ask us to stop sending you marketing messages at any time by following the opt-out instructions on any marketing email sent to you or by contacting us using the details above.

Who do you share my personal information with?

We treat all information we hold about you as private and confidential. We will not reveal any personal details or details concerning your business to anyone not connected with Melo Advisory Services Limited, unless mentioned below.

• You ask us to reveal information or we have your permission to do so;
• We are required or permitted to do so by law;
• It is required by law enforcement, or legal or statutory agencies or bodies;
• There is a duty to the public to reveal the information e.g. to governmental bodies, tax authorities or regulatory bodies;
• Our professional advisers, including accountants, solicitors, etc and our suppliers to enable them to maintain our IT and other systems. We have made sure that they have all the necessary data protection safeguards in place.
• In case we sell or transfer part or all of our business to another company or individual, or merge with another company.

Do you transfer any of my personal information overseas?

Some of our IT systems used cloud-based storage which is based in the USA and has the necessary legal and processing arrangements in place.

How do you keep my information securely?

We ensure that all our third party suppliers have all necessary data protection safeguards in place, and all information on our cloud servers is encrypted.

Any require data is saved to our secure Client Management System. Publicly available data that we may collect will be stored securely in the same system and will be subject to data verification by our employees before we might use it.

We try and keep our office as paperless as possible, but where we need to printout items, we do not take them out of the office and securely shred them when they are no longer needed.