PRIVACY POLICY

1. Who We Are

Casa Sophia is an international property sourcing and relocation consultancy focused on Spain. We assist individuals and families seeking to purchase property, relocate, or establish residency in Valencia and surrounding areas.

For the purposes of applicable data protection law, including the UK General Data Protection Regulation (UK GDPR) and, where relevant, the EU General Data Protection Regulation (EU GDPR), Casa Sophia acts as a data controller in relation to the personal data you provide.

If you have any questions regarding this policy, please contact: hola@casasophia.eu 

2. Information We Collect

We may collect and process the following categories of personal data:

• Full name
• Email address
• Telephone number
• Nationality and country of residence
• Property preferences and budget
• Financing requirements
• Tax residency status
• Purchase timelines
• Identification details where necessary
• Any information voluntarily provided during consultations or correspondence

We collect this information when you:

• Submit an enquiry via our website
• Contact us by email or telephone
• Engage us to provide property sourcing or relocation services

3. How We Use Your Information

We use your personal data to:

• Respond to your enquiries
• Provide property sourcing and relocation services
• Introduce you to relevant professional advisers
• Facilitate communication between you and third-party service providers
• Improve and develop our services

4. Lawful Basis for Processing

We process personal data on one or more of the following lawful bases:

• Your consent
• Performance of a contract or steps taken prior to entering a contract
• Our legitimate interests in operating and improving our services

You may withdraw consent at any time.

5. Sharing Your Information

Where appropriate, and only with your knowledge and instruction, we may share relevant personal data with trusted third-party professionals, including:

• Mortgage brokers
• Independent financial advisers
• Spanish solicitors (abogados)
• Estate agents
• Tax advisers
• Residency or relocation specialists

These third parties act as independent data controllers and are responsible for handling your personal data in accordance with applicable data protection laws.

Casa Sophia does not sell, rent, or trade personal data.

6. International Data Transfers

Casa Sophia works with clients internationally, including clients based in the United Kingdom, the European Union and the United States. Your personal data may therefore be transferred between the United Kingdom and Spain where necessary to provide our services. Such transfers are protected by appropriate data protection safeguards under UK GDPR and EU GDPR.

7. Data Retention

We retain personal data only for as long as necessary to:

• Provide our services
• Comply with legal and regulatory obligations
• Resolve disputes

If you do not proceed with our services, we will securely delete your data within a reasonable period unless we are required to retain it for legitimate business purposes.

8. Your Rights

Under applicable data protection law, you have the right to:

• Request access to your personal data
• Request correction of inaccurate data
• Request erasure of your data
• Restrict or object to processing
• Request data portability

To exercise any of these rights, please contact us at: hola@casasophia.eu
 

You also have the right to lodge a complaint with the relevant supervisory authority.

9. Data Security

We take appropriate technical and organisational measures to protect personal data from unauthorised access, misuse, alteration or disclosure.

10. Professional Scope

Casa Sophia provides property sourcing and relocation consultancy services. We do not provide legal, tax or financial advice. Clients should seek independent professional advice before entering into any legal or financial commitments.

11. Cookies

We use essential cookies to ensure our website functions securely and properly. We do not use tracking or advertising cookies. Certain embedded services (such as Google Maps and reCAPTCHA) may set functional cookies required for their operation. You may adjust your browser settings to block cookies, though this may affect site functionality.