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Cellar Advisor

Legal

Regulatory Information

Disclosures required by law and by good practice for a fine wine investment advisory operating in the United Kingdom.

Company information

Cellar Advisor Limited is incorporated in England and Wales. Registered office: 21 Ellis Street, Knightsbridge, London SW1X 9AL.

Cellar Advisor DMCC is registered in Dubai, UAE, at DSO-IFZA, Dubai Silicon Oasis, Dubai, UAE.

FCA status

Cellar Advisor Limited is not authorised or regulated by the Financial Conduct Authority (FCA). Fine wine is not a regulated investment for the purposes of the Financial Services and Markets Act 2000.

Our services do not constitute regulated investment advice, a collective investment scheme, or a regulated financial product. You do not benefit from the protections of the Financial Ombudsman Service (FOS) or the Financial Services Compensation Scheme (FSCS) in connection with our services.

Investment risk warning

Fine wine is an alternative investment. The value of your investment can fall as well as rise, and you may not recover the amount originally invested. Past performance is not a reliable indicator of future results.

Fine wine is less liquid than publicly traded securities. There is no guarantee that you will be able to sell your wine at any particular price or within any particular timeframe.

Any information on this website about historic returns or Liv-Ex index performance is provided for information only and does not constitute a promise or projection of future returns.

Anti-money laundering

Cellar Advisor is subject to the UK Money Laundering Regulations 2017 (as amended) and is committed to compliance with all applicable AML legislation.

All clients are subject to Know Your Customer (KYC) and due diligence checks before an account is opened. We may request identity documentation, proof of address, and evidence of source of funds or wealth.

We are required to report suspicious activity to the National Crime Agency (NCA) under the Proceeds of Crime Act 2002. We are prohibited from informing you if such a report has been made.

Tax

Fine wine held as a personal investment by a UK-resident individual is generally classified as a "wasting chattel" by HMRC and gains on disposal are generally exempt from Capital Gains Tax. This exemption does not apply to wine held through a company or certain trust structures.

This is general information only and does not constitute tax advice. The tax treatment of your investment depends on your personal circumstances and may change. You should consult a qualified UK tax adviser before making investment decisions based on tax treatment.

Liv-Ex membership

Cellar Advisor is a member of the London International Vintners Exchange (Liv-Ex). Membership gives us access to the Liv-Ex trade platform, price data, and allocation releases. Membership does not constitute endorsement by Liv-Ex of our services or investment recommendations.