Our Process
Five Movements. One clear process.
Our Process
Five Movements.
Cellar Management
Our first conversation is about you, not about wine. We want to understand your financial position, your timeline, your risk tolerance, and your relationship with fine wine, whether you are a seasoned collector or a first-time investor.
If you have an existing cellar, we conduct a full audit: current valuations using Liv-Ex mid-prices, provenance assessment, storage quality review, and an honest appraisal of any wines that no longer meet investment criteria.
Cellar Management
Our first conversation is about you, not about wine. We want to understand your financial position, your timeline, your risk tolerance, and your relationship with fine wine, whether you are a seasoned collector or a first-time investor.
Tailored Strategy
Our team takes the time to understand what you want from your portfolio before anything is purchased. Every client has a fully documented investment strategy, agreed together, covering target regional allocation across Bordeaux, Burgundy, Champagne and select Italian producers, vintage spread, format preferences and holding period.
How we source
One of the most meaningful advantages our team offers is access. We operate as part of the professional fine wine trade rather than outside it, receiving allocations from Bordeaux châteaux, Burgundy domaines and Champagne houses at prices established before wine becomes publicly available.
Storage and Provenance
Every bottle placed through Cellar Advisor is stored in your named account at LCB Eton Park, Nottingham: the UK's leading HMRC-approved bonded warehouse. This is not a shared facility; your wine is held separately, in your name, with your storage reference.
Market Intelligence
A portfolio without information is just storage. Every Cellar Advisor client receives a monthly market report covering Liv-Ex index movements, significant auction results, vintage assessments, and our forward view on the market.
Discuss the process with a portfolio manager.
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