How It Works
Select your dedicated Portfolio Advisor and complete the process in five simple steps.
Schedule your 1st Consultation
The first step is to book your consultation with James Cluer MW. This consultation is free of charge.
1st Consultation - Discuss Your Goals
During your first consultation with us you can explain your goals, your interests in specific wines or regions, and your budget. You can ask any questions about storage, insurance, logistics, and reselling. After the Zoom, we will email you a suggested portfolio of wines, with specific Chateaux, Domaines, and Houses, along with recommended vintages, volumes, sources, and total spend.
2nd Consultation – Discuss the Recommended Portfolio
After you have received and digested your personalized purchasing strategy, you can schedule a second Zoom to discuss it. This second meeting is your opportunity to ask more detailed questions about the wines, volumes, sources, prices, and more.
Important: There is no obligation to buy any wine or follow the Portfolio Advisor's recommendations.
Decide if you will purchase
You decide if, when, and what you want to purchase. We will then immediately check there is still availability of the wines and send you an invoice. After receiving your payment, we immediately purchase the wines.
Finalize the Transaction
All wines are then shipped to London City Bond (LCB) in England. This is the world's premier fine wine warehouse. Your wines will be inspected by Liv-Ex to ensure their authenticity and check their condition. Once the wines pass the rigorous inspection, we finalize the transaction with Liv-Ex. Your wines are now stored at London City Bond in England.