WISE OWL TRUST
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Next accounts due
2027-05-31 (in 1y)
Last filed for 2025-08-31
Confirmation statement due
2027-05-15 (in 1y)
Last made up 2026-05-01
Watchouts
None on the register
Cash
£3M
+32% vs 2024
Net assets
£26M
+22.6% vs 2024
Employees
315
+1.9% vs 2024
Profit before tax
£5M
-18.9% vs 2024
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 | £11,672,000 | £16,496,000 | |
| Operating profit | £6,257,000 | £5,121,000 | |
| Profit before tax | £6,205,000 | £5,030,000 | |
| Net profit | £6,257,000 | £5,121,000 | |
| Cash | £2,554,000 | £3,372,000 | |
| Total assets less current liabilities | £21,412,000 | £26,207,000 | |
| Net assets | £21,310,000 | £26,125,000 | |
| Equity | £21,310,000 | £26,125,000 | |
| Average employees | 309 | 315 | |
| Wages | £5,943,000 | £8,116,000 |
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 | 53.6% | 31.0% | |
| Net margin | 53.6% | 31.0% | |
| Return on capital employed | 29.2% | 19.5% | |
| Current ratio | 10.46x | 8.89x | |
| Interest cover | 102.57x | 51.73x |
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
- Consolidated group
- Auditor
- DJH Audit Limited
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“After making appropriate enquiries, the board of trustees has a reasonable expectation that the academy trust has adequate resources to continue in operational existence for the foreseeable future. For this reason, the board of trustees continues to adopt the going concern basis in preparing the financial statements.”
Group structure
- WISE OWL TRUST · parent
- Park View Community Primary Academy 1%
- Briscoe Lane Academy 1%
- Old Hall Drive Academy 1%
- Seymour Road Academy 1%
- Peel Hall Primary Academy 1%
Significant events
- “Park View Primary Academy joined the Trust on 1st July 2024 and Peel Hall Primary joined on 1st September 2024.”
- “During the year 24/25, Trustees agreed on a capital investment of £600,000 from reserves taken from 23/24 that could be spent on projects to enhance the estate. During the year, the majority of this has been spent on installing three new boilers, a new water heater, new upgraded fire alarm system, three new IT suites, replacement of kitchen equipment - new oven and air ventilation system and refurbishment of retaining walls.”
- “Peel Hall Primary joined the Trust in a challenging financial position, with pupil numbers significantly below expectations for a one-form entry school. Through collaborative planning, resource allocation, and targeted interventions, the Trust has invested heavily into helping the school implement sustainable measures to strengthen its financial position while maintaining high standards of education.”
- “The Trust will support the budget and will continue to monitor pupil numbers whilst actively promoting the school across all key stages. A comprehensive PR and marketing campaign is underway to attract new families, and we are exploring the introduction of a two-year-old classroom to strengthen the school's financial position. Furthermore, to enhance educational outcomes, we are planning the installation of a new EYFS playground, which will be funded entirely through voluntary donations - which shows the positive impact the school is having in the local community.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
7 active · 13 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| BATTLE, James | Director | 2013-02-01 | Apr 1953 | British |
| FAYETTE, Rainart, Dr | Director | 2020-12-09 | Nov 1986 | British |
| FISHER, Harriet Catherine | Director | 2020-12-15 | Aug 1990 | British |
| FORD-WILKINSON, Sophie Anne | Director | 2020-12-09 | May 1982 | British |
| INNES, Kieran | Director | 2020-10-20 | May 1991 | British |
| LOVEDAY, Alison Marie | Director | 2023-05-15 | Dec 1965 | British |
| MCDERMOTT, Danielle, Professor | Director | 2024-03-21 | Sep 1982 | British |
Show 13 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| CHADWICK, Ian | Director | 2012-05-01 | 2020-09-15 |
| CORCORAN, John | Director | 2016-02-01 | 2023-03-30 |
| FOSTER, Emma | Director | 2017-07-11 | 2022-10-07 |
| IQBAL, Mazur | Director | 2020-12-09 | 2021-07-08 |
| LARDER, Graham | Director | 2012-05-01 | 2020-12-09 |
| LEWIS, Emily Kate | Director | 2023-03-23 | 2025-03-31 |
| LORGERE, Diane Genevieve | Director | 2025-07-14 | 2025-11-07 |
| MARKS, Lisa | Director | 2012-05-01 | 2016-03-23 |
| MASON, Jacob Robert | Director | 2022-09-28 | 2023-03-30 |
| QUADRI, Ayoola | Director | 2022-10-04 | 2023-03-30 |
| SAVAGE, David | Director | 2012-05-01 | 2018-12-05 |
| STURGEON, Sheila | Director | 2021-07-08 | 2022-10-04 |
| TEMPEST, Victoria Elizabeth | Director | 2017-07-11 | 2020-12-09 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Ms Anna Trowell | Individual | Voting 25–50% | 2026-03-27 | Active |
| Mr James Battle | Individual | Voting 25–50% | 2026-03-27 | Active |
| Mrs Deborah Anne Ollerenshaw | Individual | Voting 25–50% | 2026-03-26 | Active |
| Mr James Battle | Individual | Voting 25–50% | 2021-03-17 | Ceased 2022-10-07 |
| Mrs Victoria Elizabeth Key | Individual | Voting 25–50% | 2021-03-17 | Ceased 2022-10-07 |
| Mr Graham Larder | Individual | Voting 25–50% | 2021-03-17 | Ceased 2022-10-07 |
Filing timeline
Last 20 of 83 total filings
Material constitutional events — rename, articles re-file, resolution
- 2025-10-30 MA Memorandum articles
- 2025-10-23 RESOLUTIONS Resolution
- 2025-10-22 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-05-11 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-05-10 | RP01AP01 | officers | Replacement filing of director appointment with name | |
| 2026-05-06 | CH01 | officers | Change person director company with change date | |
| 2026-05-05 | CH01 | officers | Change person director company with change date | |
| 2026-04-04 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2026-04-04 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2026-04-02 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2026-04-02 | PSC09 | persons-with-significant-control | Withdrawal of a person with significant control statement | |
| 2026-03-14 | AA | accounts | Accounts with accounts type full | |
| 2025-11-17 | TM01 | officers | Termination director company with name termination date | |
| 2025-10-30 | MA | incorporation | Memorandum articles | |
| 2025-10-23 | RESOLUTIONS | resolution | Resolution | |
| 2025-10-22 | RESOLUTIONS | resolution | Resolution | |
| 2025-09-16 | CH01 | officers | Change person director company with change date | |
| 2025-07-21 | AP01 | officers | Appoint person director company with name date | |
| 2025-05-02 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-04-04 | TM01 | officers | Termination director company with name termination date | |
| 2025-02-04 | AA | accounts | Accounts with accounts type full | |
| 2024-05-08 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-03-26 | AP01 | officers | Appoint person director company with name date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 16
- Capital events
- 0
- Officers appointed
- 0
- 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
+41.3%
£11,672,000 £16,496,000
-
Cash
+32%
£2,554,000 £3,372,000
-
Net assets
+22.6%
£21,310,000 £26,125,000
-
Employees
+1.9%
309 315
-
Operating profit
-18.2%
£6,257,000 £5,121,000
-
Profit before tax
-18.9%
£6,205,000 £5,030,000
-
Wages
+36.6%
£5,943,000 £8,116,000
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