International Wealth Ventures (“we”, “us”, “our”) respects your privacy and is committed to protecting your personal data. This notice explains what we collect when you use this website, why we collect it, who we share it with, and the rights you have under UK data protection law.
If anything below is unclear or you want to make a request about your personal data, email us at privacy@internationalwealthventures.com.
1. Who we are
International Wealth Ventures is an introducer that connects individuals, primarily UK and US expats living in or planning a move to Spain or Portugal, with qualified, regulated financial advisers in our global network. We are the data controller for personal information you provide directly through this website.
We do not provide regulated financial advice ourselves. When we introduce you to a partner adviser, that adviser becomes an independent data controller for any further interaction you have with them.
2. What information we collect
When you use our contact form
- First name and last name (optional)
- Email address (required)
- Phone number (optional)
- The topics you’d like to learn about
- The contents of your message
When you join our mailing list
- Email address
- The page or form where you signed up (for example footer, guide, webinar), so we can see which content brought you to us
- The date you subscribed
When you register for our monthly webinar
- Email address, added to our mailing list as above
- You are then redirected to our webinar partner’s registration page; any further details you give them are governed by their own privacy policy
When you simply browse the site
- Technical data such as IP address, browser type, device type, pages viewed and time spent, used to keep the site secure and performant
- Cookies (see section 7)
We do not knowingly collect special-category data (such as health, religion or political views) and ask that you do not send it to us via the contact form. We do not run advertising pixels or behavioural tracking, but we do use Google Analytics to understand which content is most useful to visitors (see sections 4 and 7).
3. How we use your information and our legal basis
- Responding to enquiries. Legitimate interest (we cannot reply without your contact details) and, where relevant, taking steps to enter into a contract.
- Sending you our newsletter and webinar invitations. Your consent. You can withdraw it at any time using the unsubscribe link in every email or by emailing us.
- Introducing you to a partner adviser. Legitimate interest and your consent at the point you ask to be put in touch.
- Site security, fraud prevention and platform stability. Legitimate interest in protecting our service and visitors.
- Compliance with legal obligations. For example responding to lawful requests from a regulator or court.
4. Who we share your information with
We share personal data only with service providers who help us run this website and with partners we explicitly introduce you to. We do not sell your data, and we do not share it for third-party marketing.
- Hosting and infrastructure: Cloudways, a managed platform running on DigitalOcean.
- Transactional email: WP Mail SMTP delivers contact-form submissions and notification emails through our chosen mail provider.
- Booking widget: Calendly Inc. (United States), embedded on every page so you can book an introductory call.
- Analytics: Google Analytics 4 (Google LLC, United States), which collects aggregated, pseudonymous data about how visitors use the site (pages viewed, approximate location, device type) so we can improve our content.
- Reviews widget: Trustpilot A/S (Denmark), embedded on our homepage to display our public review score.
- Webinar partner: when you register for our monthly webinar, you are redirected to a vetted third-party adviser firm that hosts the session and collects your registration details under its own privacy policy.
- Site security and spam filtering: Wordfence and Akismet, which process limited technical data (such as IP addresses and submission metadata) to block malicious traffic.
- Regulated advisers in our network: only when you have asked us to introduce you, and only the details you have provided for that purpose.
5. International transfers
Some of the providers above are based outside the UK and EEA (for example Calendly and certain underlying infrastructure providers). Where personal data is transferred to a country without a UK adequacy decision, we rely on the UK International Data Transfer Agreement, or the European Commission’s Standard Contractual Clauses with the UK addendum, as the safeguard under Article 46 of the UK GDPR.
6. How long we keep your information
- Mailing list subscribers: until you unsubscribe, then for a short further period on a suppression list so we do not re-contact you in error.
- Contact form submissions: up to 24 months from your last interaction, unless ongoing communication or a legal obligation requires us to keep them longer.
- Server logs and security data: typically up to 12 months, then automatically purged.
7. Cookies
We use a small number of cookies and similar technologies:
- Strictly necessary: set by our caching layer (Breeze) so pages load quickly, and by our security plugin (Wordfence). These cannot be switched off.
- Analytics: Google Analytics 4 sets cookies (such as
_gaand_ga_*) to recognise returning visitors and measure aggregated usage. We do not use these cookies for advertising. - Third-party functional: loaded by the Calendly booking widget and the Trustpilot reviews widget when you interact with them or visit a page where they are embedded.
You can opt out of Google Analytics by installing the Google Analytics opt-out browser add-on, or block all cookies through your browser settings; doing so may affect the functionality of some features.
8. Your rights
Under the UK GDPR you have the right to:
- request a copy of the personal data we hold about you (a subject access request);
- ask us to correct inaccurate or incomplete information;
- ask us to delete your data (“right to be forgotten”) where we have no overriding lawful reason to keep it;
- restrict or object to our processing of your data;
- withdraw consent for marketing at any time; and
- receive your data in a portable, machine-readable format.
To exercise any of these rights, email privacy@internationalwealthventures.com. We will respond within one calendar month.
9. Marketing communications
Every email we send includes an unsubscribe link. Clicking it removes you from our list immediately. You can also opt out by replying to any of our emails and asking to be removed.
10. Children’s privacy
This website is not intended for and is not knowingly marketed to anyone under the age of 18. If you believe a child has provided us with personal information, please contact us and we will delete it.
11. Security
The site is served over HTTPS, hosted on a managed platform with active firewalling and intrusion prevention, and protected by a security plugin that blocks malicious traffic. No system is perfectly secure, but we take reasonable technical and organisational measures to protect your data.
12. Links to other websites
Our site contains links to third-party websites (including our webinar partner, our social media profiles and external resources). This notice does not cover those sites, so please read each site’s own privacy policy before sharing personal data with them.
13. Changes to this notice
We update this notice from time to time. The effective date below shows when it was last changed. Material changes will be flagged on this page; minor wording fixes will not.
14. How to contact us and complain
For any privacy-related question, write to privacy@internationalwealthventures.com.
If you are not satisfied with our response, you have the right to complain to the data protection authority for your country of residence. The three most relevant to our audience are:
United Kingdom: Information Commissioner’s Office (ICO)
- Website: ico.org.uk/make-a-complaint
- Telephone: 0303 123 1113
- Post: Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF, United Kingdom
Portugal: Comissão Nacional de Proteção de Dados (CNPD)
- Website: cnpd.pt
- Telephone: +351 213 928 400
- Post: Av. D. Carlos I, 134, 1.º, 1200-651 Lisboa, Portugal
Spain: Agencia Española de Protección de Datos (AEPD)
- Website: aepd.es
- Telephone: 901 100 099 / +34 912 663 517
- Post: C/ Jorge Juan, 6, 28001 Madrid, Spain
Residents of other countries may complain to the supervisory authority for their place of residence or the place of the alleged infringement.
Effective date: 16 May 2026