VALLEY INVICTA ACADEMIES TRUST
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Next accounts due
2027-05-31 (in 1y)
Last filed for 2025-08-31
Confirmation statement due
2027-04-13 (in 11mo)
Last made up 2026-03-30
Watchouts
Cash
£15M
+19% vs 2024
Net assets
£101M
+3% vs 2024
Employees
769
+1.5% vs 2024
Profit before tax
£3M
+6.6% vs 2024
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
3 PSCs ceased in last 24 months
Significant control changed hands — see the Ownership section.
Net assets
2-year trend · vs Consumer Discretionary median
Accounts
2-year trend · latest reflected 2025-08-31
| Metric | Trend | 2024-08-31 | 2025-08-31 |
|---|---|---|---|
| Turnover | £41,068,000 | £44,912,000 | |
| Operating profit | -£432,000 | -£631,000 | |
| Profit before tax | £3,149,000 | £3,358,000 | |
| Net profit | £3,149,000 | £3,358,000 | |
| Cash | £12,617,000 | £15,020,000 | |
| Total assets less current liabilities | £97,918,000 | £100,793,000 | |
| Net assets | £97,871,000 | £100,793,000 | |
| Equity | £97,871,000 | £100,793,000 | |
| Average employees | 758 | 769 | |
| Wages | £22,658,000 | £24,769,000 |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-08-31 | 2025-08-31 |
|---|---|---|---|
| Operating margin | -1.1% | -1.4% | |
| Net margin | 7.7% | 7.5% | |
| Return on capital employed | -0.4% | -0.6% | |
| Gearing (liabilities / total assets) | 4.2% | 3.4% | |
| Current ratio | 3.46x | 4.79x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Azets Audit Services
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“After making appropriate enquiries, the Board of Trustees has a reasonable expectation that the Trust has adequate resources to continue in operational existence for the foreseeable future.”
Significant events
- “High student numbers across the schools continue to provide healthy funding across the Trust and enable significant investment, demonstrated through the extensive estate development programme during the year. Financial challenges that have arisen following the COVID-19 pandemic, increasing SEND demand and general economic factors have been met without requiring additional financial support from the Department for Education (DfE).”
- “SST opened its sixth form for the first year with 97 students on-roll, broadly in line with planned numbers.”
- “The three primary schools inspected during 2024 and evaluated through a 'Section 8' inspection were subsequently inspected under a 'Section 5' inspection in summer 2025. All three schools were awarded an 'Outstanding' outcome.”
- “The new Ofsted framework for inspection, marking a significant change from the previous framework, will be implemented and embedded in the autumn of 2025.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
12 active · 19 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| SCHOFIELD SWEENEY LLP | Corporate Secretary | 2015-04-24 | — | — |
| BATTEN, Jeanette Ann | Director | 2022-05-17 | Jul 1970 | British |
| DAW, Catherine Louise | Director | 2018-05-17 | Aug 1973 | British |
| FLETCHER, Matthew Gregory | Director | 2018-05-17 | Mar 1967 | British |
| HAYDEN, Richard | Director | 2023-08-31 | Jul 1978 | British |
| HOLLAND, Paul John | Director | 2021-05-18 | May 1965 | British |
| LLEWELLYN-LLOYD, Edward John | Director | 2024-03-14 | Jul 1959 | British |
| MOSS, John Pedder, Dr | Director | 2011-07-04 | May 1957 | British |
| POTIPHER, Sheila Margaret | Director | 2018-05-17 | Mar 1950 | British |
| ROODT, Brendan | Director | 2015-07-08 | Oct 1971 | South African |
| SYMONS, Barry John | Director | 2026-03-20 | Jun 1979 | British |
| TAYLOR, Nicola | Director | 2025-04-28 | Oct 1977 | British |
Show 19 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| PINK, Sharon | Secretary | 2011-09-22 | 2012-03-31 |
| PINK ACCOUNTANCY LTD | Corporate Secretary | 2012-04-01 | 2015-04-24 |
| SCHOFIELD SWEENEY LLP | Corporate Secretary | 2011-03-10 | 2011-09-22 |
| ASHDOWN, Albert Victor | Director | 2011-03-18 | 2019-06-28 |
| BONSER-WILTON, Helen | Director | 2023-06-07 | 2025-09-01 |
| COCHRANE-DYET, Duncan George | Director | 2016-05-24 | 2020-05-18 |
| DERRICK, Julie Alison | Director | 2011-03-18 | 2023-08-31 |
| HAYDEN, Richard | Director | 2015-07-08 | 2017-06-30 |
| HOOKER, Anthony Eric | Director | 2011-07-04 | 2015-10-13 |
| IZATT, David James | Director | 2011-03-10 | 2017-07-14 |
| LIMBERT, Philip, Dr | Director | 2011-03-18 | 2016-06-07 |
| MOORE, Anthony James | Director | 2018-05-17 | 2023-12-15 |
| MOORE, Anthony James | Director | 2013-10-03 | 2015-02-18 |
| PINK, Sharon | Director | 2012-03-15 | 2017-05-24 |
| RICKETTS, Sue | Director | 2012-03-15 | 2014-05-14 |
| STEVENS, Christopher Richard | Director | 2011-03-10 | 2017-07-14 |
| TAYLOR, Carl Philip Michael | Director | 2015-07-08 | 2017-07-11 |
| TAYLOR, Judith | Director | 2011-03-10 | 2017-08-31 |
| WARE, Nicholas Borman, Dr | Director | 2011-07-04 | 2023-07-06 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Dr John Pedder Moss | Individual | Voting 25–50% | 2024-01-26 | Ceased 2024-11-12 |
| Mr Matthew Gregory Fletcher | Individual | Voting 25–50% | 2024-01-26 | Ceased 2024-11-12 |
| Mr David James Izatt | Individual | Voting 25–50% | 2024-01-26 | Ceased 2024-07-05 |
| Christopher Richard Stevens | Individual | Voting 25–50% | 2023-07-06 | Ceased 2023-08-31 |
| Dr John Pedder Moss | Individual | Voting 25–50% | 2023-07-06 | Ceased 2023-08-31 |
| Mr David James Izatt | Individual | Voting 25–50% | 2023-07-06 | Ceased 2023-08-31 |
Filing timeline
Last 20 of 112 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-10 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-03-23 | AP01 | officers | Appoint person director company with name date | |
| 2026-01-30 | AA | accounts | Accounts with accounts type full | |
| 2026-01-19 | CH01 | officers | Change person director company with change date | |
| 2025-09-01 | TM01 | officers | Termination director company with name termination date | |
| 2025-05-20 | CH01 | officers | Change person director company with change date | |
| 2025-05-09 | AP01 | officers | Appoint person director company with name date | |
| 2025-04-07 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-02-21 | AA | accounts | Accounts with accounts type full | |
| 2024-12-04 | PSC08 | persons-with-significant-control | Notification of a person with significant control statement | |
| 2024-11-26 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2024-11-25 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2024-11-22 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2024-11-22 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2024-04-30 | AP01 | officers | Appoint person director company with name date | |
| 2024-04-18 | RP04AP01 | officers | Second filing of director appointment with name | |
| 2024-04-12 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-04-12 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2024-04-12 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2024-04-12 | PSC01 | persons-with-significant-control | Notification of a person with significant control |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 7
- Capital events
- 0
- Officers appointed
- 1
- Officers resigned
- 1
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2024 → FY2025 · period ending 2025-08-31 vs 2024-08-31
-
Turnover
+9.4%
£41,068,000 £44,912,000
-
Cash
+19%
£12,617,000 £15,020,000
-
Net assets
+3%
£97,871,000 £100,793,000
-
Employees
+1.5%
758 769
-
Operating profit
-46.1%
-£432,000 -£631,000
-
Profit before tax
+6.6%
£3,149,000 £3,358,000
-
Wages
+9.3%
£22,658,000 £24,769,000
Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers