Legal & Privacy
This page sets out how East Links Wealth Limited handles your personal data, how we use cookies on this website, and the terms on which you use our site. Use the links below to navigate to each section.
Privacy policy
Introduction
East Links Wealth Limited is committed to protecting your personal information and respecting your privacy. This Privacy Policy explains your rights together with how we gather, use and share your personal information when providing our services to you.
We rely primarily on lawful bases other than consent (such as performance of a contract or legal obligation), but we may request your consent where this is required for specific processing activities. We confirm that all such information is essential for the provision of regulated advice and satisfies the requirements of the Financial Conduct Authority.
Who we are
East Links Wealth Limited acts as the Data Controller for the personal information you provide. We may share personal data with our authorising network, ValidPath Limited, which may act as a joint controller where required for supervision and compliance oversight.
If you have any questions about this policy or how we handle your personal information, please contact us at paul@eastlinkswealth.co.uk or by telephone on 07928 725 852.
Information collected via our website
Our website includes a contact form through which you may submit your name, email address, phone number and any message or enquiry. This information is collected solely for the purpose of responding to your enquiry. It is not used for marketing purposes, shared with third parties for commercial use, or added to any mailing list without your explicit consent.
By submitting the contact form you consent to East Links Wealth Limited contacting you in response to your enquiry.
What personal data we collect and why
We collect and process personal data about you in order to:
Provide financial advice, planning and associated services
Carry out identity, credit and fraud checks
Communicate with you and maintain accurate records
Meet our legal and regulatory obligations
How we gather and use personal information
We collect information about you so that we can provide the financial advice and related services you require. We obtain personal information:
Directly from you, usually in a meeting, by telephone or by electronic communication
From product providers where you have authorised data sharing
From your professional advisers, where you have given permission
From recorded or noted conversations and meetings
We use this information to:
Analyse your current and future financial needs to provide suitable advice
Comply with legal and regulatory obligations
Manage our relationship with you and maintain client records
Support compliance monitoring, business administration and quality assurance
We will not share your information with any other party except as indicated in this policy or where required to do so by any statutory, governmental or regulatory body for legitimate purposes.
Legal basis for processing
Most of the personal information you provide is collected and processed so that we can deliver the financial advice and related services you request. Some types of information require your explicit consent and we will seek this where required. Where you have given consent, you may withdraw it at any time.
We are also subject to legal obligations under financial services regulation which require us to retain certain records and report information where necessary.
Sharing your information
In the course of providing financial advice, we may need to share your information with:
Our authorising network, ValidPath Limited
Providers of insurance, pension, annuity and investment products
Investment platforms
Compliance, paraplanning and administrative support services
Legal advisers
Providers of back-office and financial planning software systems
We will confirm the actual third parties with whom we share your information when we have identified the product or service providers we recommend. This will usually be set out in our suitability report.
Retention
We retain your personal information securely for as long as necessary for the purpose of providing you with financial advice, or for as long as we are required to by relevant regulations.
Your rights
Under data protection law, you have the right to:
Withdraw consent where you have given it
Access a copy of your personal information
Request that inaccurate or incomplete information is corrected
Ask us to delete your personal information where there is no longer a lawful basis for holding it
Object to or restrict our processing of your personal information
Receive your data in a portable format
To exercise any of these rights, please contact us at paul@eastlinkswealth.co.uk. You also have the right to complain to the Information Commissioner's Office (ICO) at www.ico.org.uk.
Special category data
Some of the information you provide may include special category personal data, such as information about your physical or mental health. We will only collect and process this information where it is relevant and necessary, and only with your explicit consent, which will be captured within our Client Agreement.
Cookie policy
What are cookies
Cookies are small text files placed on your device when you visit a website. They are widely used to make websites work efficiently and to provide information to the site owner.
How we use cookies
This website uses cookies to ensure it functions correctly and to help us understand how visitors use the site. We do not use cookies for advertising or to track you across other websites.
Types of cookies we use
Strictly necessary cookies
These cookies are essential for the website to function and cannot be switched off. They are usually set in response to actions you take, such as submitting a contact form. You can set your browser to block these cookies, but parts of the site may then not work.
Analytics cookies
We use analytics cookies to understand how visitors interact with our website — for example, which pages are visited most and how long visitors spend on the site. This helps us improve the website over time. These cookies collect information in an anonymised form and do not identify you personally.
Your cookie choices
When you first visit this website, you will be asked whether you consent to the use of non-essential cookies. You can choose to accept or decline. If you decline, only strictly necessary cookies will be used.
You can update your cookie preferences at any time by clearing your browser cookies and revisiting the site. You can also control cookies through your browser settings — most browsers allow you to refuse or delete cookies. Please note that doing so may affect how the website works.
Third party cookies
This website is built on Squarespace. Squarespace may set its own cookies to support the operation of the platform. For more information on how Squarespace uses cookies, please refer to Squarespace's own privacy and cookie policies at squarespace.com.
Terms and conditions
About this website
This website is operated by East Links Wealth Limited, a company registered in Scotland (Company Number SC885716), whose registered office is at Office 24, Fife Renewable Innovation Centre, Ajax Way, Methil, KY8 3RS.
By accessing and using this website you agree to these terms and conditions. If you do not agree, please do not use the site.
Information only
The content on this website is provided for general information purposes only. Nothing on this website constitutes financial advice, and it should not be relied upon as such. East Links Wealth Limited is not responsible for any action taken or not taken on the basis of information on this website.
Financial advice is only provided following a formal engagement process, during which your individual circumstances are assessed. If you would like to discuss your personal financial situation, please get in touch using the contact details on our Contact page.
Regulatory status
East Links Wealth Limited is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.
Accuracy of information
We make every effort to ensure that the information on this website is accurate and up to date. However, we do not guarantee its accuracy and we reserve the right to change or remove content at any time without notice.
External links
This website may contain links to external websites. These links are provided for convenience and information only. East Links Wealth Limited has no control over the content of external sites and accepts no responsibility for them or for any loss or damage arising from their use.
Intellectual property
All content on this website, including text, design and imagery, is the property of East Links Wealth Limited or its content suppliers and is protected by applicable intellectual property laws. You may not reproduce, distribute or use any content from this website without our prior written consent.
Limitation of liability
To the fullest extent permitted by law, East Links Wealth Limited excludes all liability for loss or damage of any kind arising from your use of this website or reliance on its content.
Governing law
These terms and conditions are governed by and construed in accordance with the laws of Scotland. Any disputes arising in connection with these terms shall be subject to the exclusive jurisdiction of the Scottish courts.
Changes to these terms
We may update these terms from time to time. Any changes will be posted on this page and will take effect from the date of posting. Please check this page periodically for updates.
East Links Wealth Limited is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.
East Links Wealth Limited | Company Registration Number SC885716