Privacy Policy

Privacy Policy

This document outlines our online privacy policy to give a clear understanding how we treat your personal information online. When you engage with Suitable Life Planning (or associated companies) you will also receive a detailed privacy policy which relates to how we treat your personal information both online and offline.

The Information Commissioner's Office defines 'Personal Data' as:

“‘personal data’ means any information relating to an identified or identifiable natural person (‘data subject’); an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person”.

You may access this website without choosing to disclose any of your personal information to us. Where you do use the website's tools to disclose personal data this information will be retained within the Suitable Life Planning companies (Suitable Legacy Planning Ltd, Suitable FinLife Planning Ltd and Suitable Money Advice Ltd).

We do not transfer or sell any of your personal information to any third parties.

In the course of doing business with us, it may be necessary to share your information with product providers and other third party companies. This will be governed by the privacy policy you sign when instructing us.

More details will be provided if and when you engage us. For clarity, the primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data we would also be unable to fulfil our legal and regulatory obligations.


cookielawinfo-checkboxpersistent1 yearTracks if the Cookie consent message has been accepted
PHPSESSIDsessionsessionTo store a simple message when a form is submitted that can be displayed on a different page.
_cfduidthird party1 yearHelps detect malicious visitors to our website and minimise blocking legitimate users.
_gatthird party1 minuteUsed to throttle request rate for Google Analytics
_fbpthird party3 monthsUsed to distinguish users for Facebook Marketing
_gidthird party24 hoursUsed to distinguish users for Google Analytics
_gathird party2 yearsUsed to distinguish users for Google Analytics

Information relating to usage of our website is collected using cookies. These are text files placed on your computer to collect standard internet log information and visitor behaviour information. We will use your information collected from the website to personalise your repeat visits to the site and may be used to diagnose any reported problems.

If you are using one of the most popular web browsers you will have access to tools which allow you to block, monitor or manage the creation of cookies.

Anonymous data collected from your visit may also be collated with others to form statistics which we analyse to determine the 'hits' or popularity certain pages receive and/or to track website usage.


MyLife is the name of our financial management tool/app accessed at https://mylife.suitablelife.co.uk. The use of MyLife is governed by a separate privacy policy available upon request.

Information Security

Where information is supplied to us, all reasonable and appropriate steps will be taken to protect the information from unauthorised access or disclosure.


Personal information collected via this website is used to facilitate direct communication between you and Suitable Life Planning. Our 'contact us' forms collect your name and email address. This information is sent to us via email and may be retained to allow us to provide you with service or support. It will not be used for any other purpose.

Suitable Life Planning does not conduct any business with minors, therefore this website is not intended to collect any personal data relating to individuals under 16 years of age.


You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information please email or write to us using the contact details noted below.

When your personal data is processed by automated means you have the right to ask us to move your personal data to another organisation for their use.

We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.


Our website may contain links to other websites. This privacy policy only applies to this website so when you link to other websites you should read their own privacy policies. We have no control over the information they collect or the integrity of the information they produce and/or publish.


Your continued use of this website demonstrates your consent to these terms and any reasonable amendments we may make. The current version of these terms are dated below.


Please report any concerns to us directly to give us the opportunity to rectify these and improve our service.

You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:

Information Commissioner's Office
Wycliffe House
Water Lane

0303 123 1113 (local rate)

Last Amended

These terms were last updated on 26 September 2019.