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Lay & Wheeler and its staff are not regulated under The Financial Services Act and are not entitled to make statements regarding the future prices of wines or to give advice over the balance of an investment portfolio between wine and any other asset.
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Clients seeking advice on balancing their investments and pension planning are recommended to seek advice from an Independent Financial Adviser.
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Lay & Wheeler does not offer any guarantees as to a particular wine’s future monetary appreciation.
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Individual clients’ preferences over the wines they choose to be included in a portfolio, the amount to be invested, the timeframe and the level of risk that is acceptable will all be taken into consideration in Lay & Wheeler’s dealings with clients.
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Lay & Wheeler’s role is limited to the provision of advice over the quality, longevity and provenance of wines, to the current availability and price of wines and to the execution of a client’s instructions.
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Lay & Wheeler will endeavour to give a balanced view of historic appreciation to demonstrate past performance. Whilst it is recognised that past performance is no guarantee of future performance, it does provide useful reference points.
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Lay & Wheeler’s Senior Management has authorised a limited number of experienced staff to discuss the suitability of fine wines for inclusion in an investment portfolio. Those interested in discussing the opportunities should call 0845 051 0051 from within the UK or 00 44 1473 313250 from outside the UK.