We provide financial consultations that combine clear guidance, practical education, and thoughtful signposting. Our role is to help you understand your financial position, see how different choices connect, and identify sensible next steps — always in the context of your wider objectives.
We don’t direct decisions. We offer clarity, perspective, and a structured way of thinking things through, so choices can be made with confidence and understanding.
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Specialists in strategic consultation, financial education and professional guidance, supporting improved financial wellbeing through structured consultations and clear, considered signposting.
“Bringing focus to your financial goals
and helping you see the next steps”
Wealth Three Sixty by Jelly & Co. exists for moments when financial decisions feel interconnected, unclear, or quietly unresolved.
You would rarely arrive with a single, neatly defined question — and that’s entirely normal. Sometimes you do, and we’re here for that too.
More often, there’s a sense that something needs attention: a decision sitting in the background, a change at work or home, or a feeling that things could be better organised and more joined-up.
This is where we come in.
“Financial wellbeing,
achieved through consultation”
Most conversations don’t start with a clear destination. They evolve.
You might begin with a question about a pension, a mortgage, a tax consideration, or a change in circumstances — and quickly realise there are several possible ways forward.
Each option comes with trade-offs, dependencies, and potential knock-on effects.
Financial decisions are rarely isolated. Understanding how one choice affects the rest of the picture is often where clarity begins.
We provide financial consultations that combine clear guidance, practical education, and thoughtful signposting. This helps clients explore their financial position, understand how different choices relate to one another, and identify sensible next steps — always in the context of their wider objectives.
Our role is not to direct decisions, but to offer clarity, perspective, and a structured way of thinking things through, so choices can be made with confidence and understanding.
Wealth Three Sixty by Jelly & Co. exists for moments when financial decisions feel interconnected, unclear, or quietly unresolved.
You would rarely arrive with a single, neatly defined question — and that’s entirely normal. Sometimes you do, and we’re here for that too.
More often, there’s a sense that something needs attention: a decision sitting in the background, a change at work or home, or a feeling that things could be better organised and more joined-up.
This is where we come in.
“Bringing focus to your financial goals
and helping you see the next steps”
“Navigating your
financial journey”
- Understanding your current financial position
- Considering savings, investments and retirement planning
- Financial decisions shaped by life events
- Clarity on tax, NI and impact to benefits
- Protecting yourself and loved ones
- Exploring property sales and acquisitions and relevant mortgage implications
- Financial implications of estate choices
- Navigating existing financial responsibilities
Our role is to bring structure and perspective to that complexity.
We start by listening carefully to understand what you are trying to achieve — even if it isn’t fully formed yet.
From there, we explore the options available, look at how they interact with the rest of your finances, and consider what moving forward — or waiting — might mean in practice.
Often, the value isn’t in choosing an answer immediately, but in understanding the shape of the decision.
We are not here to tell you what to do. Think of us as the calm, well-informed voice in the room — helping you make sense of what’s in front of you so you can decide deliberately and with confidence.
Along the way, we’ll help you clarify what really matters to you —
because the “right” decision on paper isn’t always the right one in real life.
360°
We explain how financial decisions work, clearly and without unnecessary jargon. We help you explore the likely consequences of different choices, so there are fewer surprises later on. The emphasis is always on perspective — not urgency, pressure, or prescribed outcomes.
Some people leave with a clear decision; others leave knowing exactly what they need to find out next. For many, the real value lies in the structure we provide — and the quiet relief that comes from things finally feeling more joined-up.
At Wealth Three Sixty, there is no pressure to act, and no expectation that you will take matters further.
“A Three Sixty
view on your finances”
Where appropriate, we will help you consider whether regulated advice or specialist support might add value — and what type of professional would be most suitable for your circumstances.
This is not a foregone conclusion. In some situations, clarity and perspective are sufficient. In others, a decision carries technical, regulatory, or long-term implications that are better addressed with specialist input.
Where further advice may be helpful, we explain why, and help you think through the questions it would be sensible to ask — so any advice you seek is focused, proportionate, and productive.
Where specialist input would not add value, we will say that too, and explain the reasoning.
“Judgement matters
as much as expertise”
Clear.
Impartial.
Confidential.
If you access the service through a workplace platform, your employer is aware only that you have used the benefit.
The content of your conversations, your personal details, and any outcomes remain private. Only non-personal usage data — such as session length — may be reported.
This allows you to speak openly, knowing the conversation stays with us.
“The people behind
the conversation”
Wealth Three Sixty by Jelly & Co. is led by Ellie Beattie and Justin Brownlee, a partnership formed in 2014. Together, they bring experience across property, pensions, investments, and private client wealth management, offering clients a connected and holistic view of their financial choices.
Ellie Beattie - Partner
Ellie’s background spans over 20 years across property and finance. Earlier in her career, she worked in property asset management, managing investment portfolios for individual clients and developing a practical, hands-on understanding of residential property as an asset class within broader wealth creation.
She later moved into wealth management, holding senior roles including Head of Private Clients at two firms — one a boutique practice in the City of London and the other an Independent Financial Adviser firm.
Justin Brownlee - Partner
Justin began his career in the mid-1990s, representing large corporations in property and insurance before moving into global acquisitions across Europe and the United States.
He has also worked extensively with high-net-worth individuals, bringing additional breadth, commercial insight, and perspective to the partnership.
Where specialist guidance is required, Ellie and Justin draw on a trusted network of professionals — including accountants, financial advisers, and other experts — helping clients access the right support at the right time.
The name Jelly & Co. comes from their names — J for Justin, Elly for Ellie — a simple reflection of the partnership.Professional, thoughtful, and approachable, they help you understand options, weigh consequences, and move forward with clarity and perspective.
Some people want more time, continuity, or the opportunity to explore a particular situation in greater depth.
For those individuals, we offer private consultation sessions outside any employer-provided benefit. These follow the same calm, impartial approach, but allow space to explore decisions in more detail or across a series of conversations.
Single Sessions:
Private Financial Concierge
From £50
Sequence of Sessions:
Financial Goals & Project Management
From £175
Annual Retainer with Monthly Meetings:
Preparation of Holistic Financial Wellness Plan
From £750
These services are offered on a fully optional, standalone basis and operate independently of any workplace scheme you may be a member of. Bespoke service packages can be designed to align precisely with your unique objectives, whether short-, medium-, or long-term.
“Bespoke consultations
thoughtfully delivered”