For Twaites & Jones, this process is crucial so that we can determine if the wine investment market is the right market for you. It also allows you to judge us on the knowledge we have on the market as well as the services available to you as a client.
The wine investment arena is NOT regulated by the FCA (Financial Conduct Authority). Twaites & Jones are NOT qualified to offer financial advice. However, Twaites & Jones do offer our opinion on the potential of a wine’s appreciation over time (this is based on our experience as well as market knowledge and data access). We do believe that by diversifying an investment portfolio, the investments must complement each other. Appetite for risk and exposure must allow balance, as well as the time horizons for each product you chose to invest in.
Each prospective client is offered a short consultation process that helps us determine what course you should consider, as well as agreeing the strategy to take for your investment.
The information you share is held in the strictest of confidence and we comply fully with the Data Protection Act 1998 and your privacy as a whole.
During this process, we also advise you of how to protect yourself as an investor of wine as well as offering you ‘ports of call’ for further independent advice as part of your due diligence.