Step 2 of 3 | Book your call
Investor profile complete – now let’s plan your portfolio
Thirty minutes with an adviser confirms your profile and shapes a portfolio around what you’re actually trying to achieve. On the call we cover:
- Exactly what you’re aiming for, and over what horizon
- Which of our three segments should carry that, and in what split
- A realistic starting point, and how to build from it at your own pace
- Straight answers on fees, storage and getting your money back out
100% Free – No obligation to invest
How it works
3-Steps – with you being the focus in every one
Every portfolio we build starts from the same place, understanding your goals, risk appetite and timeline. After, our objective is to guide your purchasing decisions to help you reach those goals. The final call is always with you.
Step 1 – Done
Your investor profile
We have given you an indicative investor profile, a target portfolio allocation and some examples of wines that could be in your portfolio.
Step 2 – Next – 30 Minutes
Your confirmation call
An adviser confirms your profile and talks through what your portfolio would look like, and whether wine is right for you at all.
Step 3 – After – When you’re ready
Build your portfolio
We prepare offers for your portfolio, with the reasoning behind each wine. You choose what to add, at your own pace.
Why a call?
Your answers give us an indicative profile – we need to confirm it
Your answers have informed your indicative investor profile and a portfolio target. The other half is what you actually want your portfolio to do, and that takes a conversation. After, we’ll confirm your exact investor type and portfolio target.
What we know already
What you’re aiming for
- Your goals, risk appetite, timeline – which have informed your indicative investor profile.
- The target portfolio split across our investment segments: Stable Core, Diversified Growth and Alpha Generation that your answers point to – as shown on your results page.
What we can’t see
What you want your portfolio to do
- Understanding your goals, what success looks like for you and how long you’re looking to hold.
- How much you want initially want to put in, and whether you would rather build it gradually over time.
- Whether your indicative investor profile and portfolio type are the right match – if not, based on the above we’ll match you to the right one.
What we’ve gathered from your answers is a good start, but the call is where we can really dial into what you really need from us.
What you receive, after the call
Your portfolio is built from offers you approve
Once your profile is confirmed, we prepare offers for your portfolio. Each one shows:
- Where the offer takes your split, segment by segment, against your target
- Why we chose each wine
- Why it fits your portfolio in particular
- The price, and how it compares with the market
You choose which wines to add: all of them, some, or none. There’s no need to build it in one go.
What it costs
No management fees – so how do we make our money?
We’re committed to offering our services without management fees. It’s the same for every client, and worth knowing how we make our money before you speak to us.
When we buy for you
Our margin is in the price
We aim to buy under market leaving enough room for us and you. Our margin sits inside the price you’re quoted, so the price you see is the price you pay. Nothing extra.
When we sell for you
10% of the sell price
Charged only after we sell wine for you, at the prices you’ve agreed to. There are no other selling costs or management fees for this service.
While you hold with us
No management fees
Other than standard storage costs, charged at competitive rates, nothing is deducted while you hold with us. Reviewing your portfolio, buying or selling on your behalf incurs no additional management fees.
Before you book
What people ask at this point
Will I be pressured to invest?
No. Nothing is bought without your approval, and if wine investment doesn’t sound right for you, we’ll say so on the call.
How much do I need to start?
There’s no formal minimum. Below around £10,000 it’s hard to hold all three segments in the right proportions, so that’s what we’d suggesting aiming for, but you don’t have to get there in one go. Most people build towards it over time.
How does this relate to the profile I just got?
Directly. The call starts from the indicative profile on your results page, and confirms it or adjusts it once we understand more about your circumstances and desired outcome.
What if I already own wine elsewhere?
Say so on the call and we’ll look at it properly. It changes the conversation, but not necessarily whether it’s worth keeping. Many clients have wine collections for different purposes.
How do you make your money?
A margin inside the price when we source and buy for you, and 10% of the sell price when we sell for you. No management fee. The detail is above.
What happens after the call?
Firstly, you’ll have a confirmed investor profile and target portfolio split. When you’re ready and have decided how much you want to start investing with, we will send offers prepared for your portfolio and you choose what to add. Whether you go ahead, and when, is up to you.
Are you ready to turn your investor profile into a portfolio that performs?
30 minutes with an adviser. Nothing is bought without your approval. If investing in wine doesn’t sound right for you, we’ll say so.
Free, 30 minutes and no obligation to invest.