Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
Responsible principal firm
LEELA REGULATORY SOLUTIONS LIMITED Reference number: 845185 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- TRIOAK CAPITAL LIMITED (FRN 1041639) is an AR of LEELA REGULATORY SOLUTIONS LIMITED (FRN 845185). When you use TRIOAK CAPITAL's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from TRIOAK CAPITAL, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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No website on the FCA register
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Phone number
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Address
9 London Road, Cheltenham, Gloucestershire, GL52 6EX, United Kingdom
In the full report: 2 background checks
- What kind of line 07306 803950 is
- Who else gives the postcode GL52 6EX
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Leela Regulatory Solutions Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 16369245 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 7 April 2025 (1 year old)
- Registered office
- 9 London Road, Cheltenham, GL52 6EX, United Kingdom
- Nature of business
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- Management consultancy activities other than financial management (SIC 70229)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Daniel Joseph Charles Tarver | Director | Sep 1985 | 7 Apr 2025 | 2 other companies |
Other companies run by its director
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 2
- still active
- 2
In the full report: all 2 companies, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
Key dates in its history
Trioak Capital’s history from the FCA register and Companies House, newest first.
2026
5 March 2026
- Audrey Leigh Gibson stopped being a part-owner
Companies House
5 February 2026
- Audrey Leigh Gibson became a part-owner (25–50% of shares)
Companies House
2025
20 October 2025
- Became an appointed representative
FCA register
7 April 2025
- Incorporated at Companies House
- Daniel Joseph Charles Tarver took control (75–100% of shares)
- Daniel Joseph Charles Tarver appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms like Trioak Capital
Other firms of the same type (financial adviser), nearest first.
In Cheltenham
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Trioak Capital
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 2 other companies its directors have run, named
- 2 background checks on its contact details
- All 6 events in its history
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk