TRILOGY UTILITY SPECIALISTS LIMITED
PRIVACY POLICY
1. INTRODUCTION
This Privacy Policy explains how Trilogy Utility Specialists Limited (“we”, “us”, or “our”) collects, uses, and protects personal data when you interact with our business, website, or services.
We are a consultancy company providing services including:
• utilities consultancy (energy, gas, electricity, water and related services)
• merchant and payment services consultancy
• business cost optimisation and advisory services
• account management and client support
This policy applies to:
• visitors to our website
• individuals who contact us
• business customers and prospective clients
• individuals whose data is provided to us in connection with our services
We are committed to processing personal data in accordance with applicable data protection laws, including the UK GDPR and the Data Protection Act 2018.
2. WHO WE ARE
Trilogy Utility Specialists Limited is the data controller responsible for your personal data.
Contact details:
Email: info@trilogyconsultants.co.uk
Address: Reedham House, 31 King Street West, Manchester, Greater Manchester, England, M3 2PJ
3. THE TYPES OF PERSONAL DATA WE COLLECT
We may collect, use, store, and process the following categories of personal data:
Identity Data
Name, job title, company name
Contact Data
Email address, telephone number, business address
Business & Account Data
Utility account details, energy consumption data, supplier information, transaction history, and merchant service data where applicable
Financial Data
Payment-related information where required to facilitate services (processed securely)
Communication Data
Emails, call recordings (where applicable), call notes, and correspondence
Technical Data
IP address, browser type, and usage data (if interacting with our website)
Marketing Data
Preferences relating to receiving marketing communications
4. HOW WE COLLECT YOUR DATA
We collect personal data through:
Direct interactions
• enquiries via phone, email, or website
• onboarding as a client
• provision of business or account information
Third parties
• utility providers and suppliers
• merchant/payment service providers
• business partners, introducers, or affiliates
Automated technologies (where applicable)
• website analytics and cookies
5. HOW WE USE YOUR PERSONAL DATA
We use personal data to:
• provide utilities and merchant consultancy services
• manage and optimise client accounts and contracts
• communicate with clients and respond to enquiries
• liaise with suppliers, funders, and third-party providers
• support onboarding, switching, and account management processes
• process transactions where required
• improve our services and internal operations
• comply with legal and regulatory obligations
6. LEGAL BASIS FOR PROCESSING
We rely on the following lawful bases:
• Performance of a contract – to deliver agreed consultancy services
• Legitimate interests – to manage relationships and improve services
• Legal obligations – to comply with regulatory and legal requirements
• Consent – where required, particularly for marketing communications
7. SHARING YOUR DATA
We do not sell personal data.
We may share personal data with:
• utility suppliers and energy providers
• merchant and payment service providers
• IT systems, CRM platforms, and hosting providers
• professional advisers (legal, financial, compliance)
• regulators and authorities where required
All third parties are required to process data securely and in accordance with applicable laws.
8. INTERNATIONAL TRANSFERS
Where personal data is transferred outside the UK, we ensure appropriate safeguards are in place, including:
• International Data Transfer Agreements (IDTAs)
• adequacy decisions recognised under UK law
9. DATA SECURITY
We implement appropriate technical and organisational security measures, including:
• restricted access to personal data
• secure storage systems
• encryption where appropriate
• staff confidentiality and data protection training
10. DATA RETENTION
We retain personal data only as long as necessary:
• enquiry data: up to 12 months – 6 years (where applicable)
• client data: duration of relationship + up to 6 years
• financial/regulatory data: as required by law
Data is securely deleted or anonymised when no longer required.
11. YOUR RIGHTS
You have the right to:
• access your personal data
• request correction of inaccurate data
• request deletion of your data
• object to processing
• restrict processing
• request data portability
• withdraw consent (where applicable)
To exercise your rights, please contact us at:
info@trilogyconsultants.co.uk
12. COMPLAINTS
If you are unhappy with how we handle your data, please contact us first.
You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO).
13. CHANGES TO THIS POLICY
We may update this Privacy Policy from time to time. The latest version will always be available on request or via our website.
14. THIRD-PARTY SERVICES
Our services involve third-party providers (including utility companies and payment processors). These providers operate under their own privacy policies, and we are not responsible for their practices.
15. ACKNOWLEDGEMENT
By engaging with our services, you acknowledge that you have read and understood this Privacy Policy.