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”
Protection
Life Cover
Income Protection
Critical Illness
Pensions
Retirement Planning
Pension Amalgamation
State Benefits
Estate Plan
Wills & Trusts
Legacy Goals
IHT Strategy
Tax Strategy
Reliefs
Allowances
Capital Gains
Cash Flow
Liquidity
Savings Rates
Rainy Day Funds
Philanthropy
Charity Goals
Foundations
Social Impact
Education
School Fees
University
Trust Grants
Investments
Strategic Assets
ISA & GIA
Growth Capital
Compensation
Missold Pensions
Loss of Funds
Poor Service and Fees
Property
Mortgages
Portfolios
Buy-to-Let
Business
Exit Strategy
Value Prep
Succession
Debt Plan
Optimisation
Interest Rates
Restructure
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.
“Bespoke consultations
thoughtfully delivered”
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.
“Private Financial Concierge”
A focused 60-minute, one-to-one session designed to give you clarity, perspective and confidence.
This session covers the core Wealth Three Sixty offering: an initial exploration of your financial situation, the questions you have, and the decisions you’re facing.
We help you understand how different elements of your finances connect, explain concepts in plain English, and signpost sensible next steps where specialist advice may be helpful.
The session is entirely client-led. You can bring any questions or topics you wish — from pensions and tax to property, protection or longer-term planning.
Following the meeting, you will receive a written summary and visual overview capturing the key discussion points, insights and information shared, giving you something clear and practical to refer back to.
Clear thinking. Structured action. Progress toward your goals.
This option is ideal if you’re looking for:
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An independent, structured conversation
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Education and understanding, not product advice
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A clear sense of direction, without obligation
Single Sessions:
£50 | 60 minutes
Four sessions over three months, designed to help you set clear goals, break them into manageable steps, and maintain progress.
This programme includes the core Wealth Three Sixty consultation, plus three additional sessions over a three-month period. Together, we move beyond initial clarity into goal-setting, prioritisation and practical navigation.
Sessions may focus on:
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A specific objective (for example, improving tax efficiency or preparing for a major change), or
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A broader aim of getting the financial aspects of your life better organised and aligned
We help you assess progress as things develop, adapt plans as circumstances or understanding change, and keep momentum without overwhelm. Our role is strategic and practical — helping you think things through, coordinate moving parts, and stay focused on what matters.
“Financial Goals & Project Support”
Momentum, structure and practical guidance.
This option suits those who want:
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Ongoing support without a long-term commitment
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Help turning ideas into action
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A calm, experienced sounding board over a defined period
Ideal if you want steady progress, accountability and joined-up thinking — whether for a specific objective or your wider financial picture.
Sequence of Sessions:
£150 | 4 sessions over 3 months
Our most comprehensive offering, designed for those who value continuity, perspective and long-term financial wellbeing.
This retainer provides access to Wealth Three Sixty throughout the year and covers all core areas — clarity, education, signposting and strategic thinking — while going much further. Together, we develop and maintain a holistic financial wellness plan, looking across all aspects of your financial life.
This may include:
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Pensions and contribution strategy
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Tax efficiency (including ISAs and allowances)
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Inheritance & estate considerations
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Protection, wills and wider financial resilience
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Coordination with specialist advisers where appropriate
We sit firmly in the strategic, non-advisory space, helping to connect the dots, ask the right questions and ensure different professionals are working towards the same objectives. Where specialists are involved, we can act as a central point of coordination — supporting progress while helping you remain informed and in control.
“Holistic Financial Wellness Plan”
Long-term clarity, continuity and strategic oversight
This option is ideal for those who want:
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Ongoing access and continuity
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A joined-up view of their financial world
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Strategic oversight without pressure or product bias
Annual Retainer:
£750 | 12 mongth engagement
These services are offered on a fully optional, standalone basis and operate independently of any workplace scheme you may be a member of. We can design bespoke service packages tailored to your unique short-, medium-, or long-term objectives. Please review the terms and conditions before booking your consultation. We look forward to speaking with you soon.