THE BATH AND WELLS DIOCESAN ACADEMIES TRUST
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Next accounts due
2027-05-31 (in 1y)
Last filed for 2025-08-31
Confirmation statement due
2026-09-18 (in 4mo)
Last made up 2025-09-04
Watchouts
Cash
£8M
+15.2% vs 2024
Net assets
£134M
+9.4% vs 2024
Employees
1,565
-0.8% vs 2024
Profit before tax
£9M
-32.2% vs 2024
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
5 officer resignations in last 12 months
Multiple officers have left the board recently — see the People section for who.
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 | £71,171,000 | £71,905,000 | |
| Operating profit | £12,765,000 | £8,650,000 | |
| Profit before tax | £12,765,000 | £8,650,000 | |
| Net profit | £12,765,000 | £8,650,000 | |
| Cash | £6,541,000 | £7,537,000 | |
| Total assets less current liabilities | £126,508,000 | £134,253,000 | |
| Net assets | £122,733,000 | £134,253,000 | |
| Equity | £122,733,000 | £134,253,000 | |
| Average employees | 1,577 | 1,565 | |
| Wages | £31,759,000 | £33,566,000 |
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 | 17.9% | 12.0% | |
| Net margin | 17.9% | 12.0% | |
| Return on capital employed | 10.1% | 6.4% | |
| Current ratio | 1.81x | 1.79x | |
| Interest cover | 46.76x | 47.27x |
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
- Bishop Fleming Audit Limited
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Trustees make this assessment in respect of a period of at least one year from the date of authorisation for issue of the financial statements and have concluded that the Academy Trust has adequate resources to continue in operational existence for the foreseeable future and there are no material uncertainties about the Academy Trust's ability to continue as a going concern, thus they continue to adopt the going concern basis of accounting in preparing the financial statements.”
Group structure
- THE BATH AND WELLS DIOCESAN ACADEMIES TRUST · parent
- Bath and Wells Education Services Limited
Significant events
- “This has been a year of transition for the Trust, marked by significant changes in membership of the Board. Interim arrangements were established to cover Board leadership once the existing Chair reached the end of his term of office in November 2024.”
- “At 31 August 2025 the Trust operated 45 primary aged academies (42 in 2023-24) in three Local Authorities, Somerset, North Somerset, and Bath & North East Somerset. It had a combined pupil roll of 8,010 at August 2025 (8,052 at August 2024).”
- “The Trust's local governance arrangements were subject to an extensive review and consultation process in 23/24 and, as a result of this, the Trust is moving towards the establishment of Trust Local Committees (TLCs). The majority of schools moved to the new TLC model in 24/25, with the final schools converting in November 25.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
9 active · 48 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| SEAVILL, Charlotte Jane | Secretary | 2024-03-08 | — | — |
| DEXTER, Tamara Jane | Director | 2024-04-03 | Aug 1981 | British |
| DONALD, Jamie Russell | Director | 2024-11-27 | Mar 1984 | British |
| DONNELL, Andrew | Director | 2025-06-03 | Jan 1970 | British |
| GORDON, Mark Webster | Director | 2025-07-28 | Aug 1962 | British |
| GORDON-BROWN, Andrew | Director | 2025-07-28 | Apr 1967 | South African |
| HOBBS, Beverley Anne | Director | 2023-09-12 | Feb 1960 | British |
| HUDSON, Claire Louise | Director | 2024-11-04 | Aug 1972 | British |
| TAYLOR, Charlotte | Director | 2024-11-04 | Oct 1967 | British |
Show 48 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BROWN, Jason Andrew | Secretary | 2016-05-23 | 2021-10-19 |
| DAVEY, Zoe | Secretary | 2023-09-01 | 2024-03-08 |
| JOHNSTONE, Libby | Secretary | 2021-10-19 | 2023-08-31 |
| ANAND, Anubha | Director | 2023-09-12 | 2025-05-19 |
| AVERY, Peter, Dr | Director | 2015-04-17 | 2015-12-08 |
| BAILEY, Rosemary Lilian | Director | 2012-11-21 | 2021-08-31 |
| BLACKSHAW, Anthony Charles | Director | 2016-04-11 | 2018-02-27 |
| BOWDITCH, Philip John | Director | 2014-09-01 | 2020-08-31 |
| BROWN, Jason | Director | 2013-09-11 | 2017-06-05 |
| COFLER, Oliver Lewis | Director | 2016-12-09 | 2024-11-13 |
| COLLEDGE, Steven John | Director | 2022-11-25 | 2024-08-31 |
| COOK, Cheryl Anne | Director | 2023-09-01 | 2024-10-24 |
| COSH, Pamela | Director | 2021-07-01 | 2025-03-31 |
| DANIEL, Nigel Adrian | Director | 2015-09-21 | 2023-08-31 |
| EDWARDS, Nicola Caroline | Director | 2020-09-01 | 2023-06-14 |
| EGGLETON, Roger Leslie | Director | 2012-09-07 | 2021-08-31 |
| FARLEY, Lisa | Director | 2012-11-21 | 2015-01-27 |
| FARLEY, Timothy David | Director | 2015-04-17 | 2015-06-17 |
| FAULKNER, Dawn | Director | 2022-11-01 | 2023-10-12 |
| GALE, Theresa | Director | 2012-11-21 | 2017-04-17 |
| HEATH, David William Stjohn | Director | 2016-12-09 | 2019-03-01 |
| HOWELL, Helen Louise | Director | 2024-02-01 | 2024-09-22 |
| JEFFERY, Thomas John | Director | 2017-02-02 | 2021-08-31 |
| LAZZARATO EDWARDS, Becky | Director | 2021-12-01 | 2024-09-19 |
| MACRAE, Duncan Charles | Director | 2012-11-21 | 2021-08-31 |
| MCGILLIVRAY, Donald James | Director | 2016-04-11 | 2020-08-31 |
| MINNS, Gillian Patricia | Director | 2017-09-18 | 2022-09-19 |
| MOUNTSTEPHEN, Peter Mark Arthur | Director | 2014-09-01 | 2016-02-12 |
| NEWTON, Ruth Ellen | Director | 2013-11-19 | 2021-11-17 |
| PARR, Rosalind Claire | Director | 2025-07-28 | 2025-09-22 |
| PRIEST, Alexander Christie, Dr | Director | 2017-09-18 | 2022-12-16 |
| ROBINSON, Simon Joseph | Director | 2014-03-10 | 2015-07-21 |
| SHORE, Paula | Director | 2021-12-01 | 2022-07-31 |
| SIMMONS, Wendy Patricia, Lesley | Director | 2013-11-19 | 2021-11-17 |
| SOMMERFIELD, Jackie | Director | 2013-12-05 | 2016-02-04 |
| STOBART, Gillian Dorcas | Director | 2014-03-10 | 2017-12-31 |
| SWAINSTON, John Gradon | Director | 2021-07-01 | 2024-08-31 |
| TAYLOR, Peter King | Director | 2021-07-01 | 2023-08-31 |
| THOMAS, Charles | Director | 2021-07-01 | 2023-06-14 |
| THOMPSON, Julian William | Director | 2019-10-01 | 2023-08-31 |
| THOMPSON, Julian William | Director | 2017-09-18 | 2018-07-20 |
| THOMPSON, Julian William | Director | 2014-10-21 | 2016-07-14 |
| TINCKNELL, Colin Michael | Director | 2012-09-07 | 2013-12-31 |
| WARREN, Andrew Mark | Director | 2024-11-18 | 2025-07-18 |
| WELLS, Dominic James | Director | 2021-07-01 | 2023-10-16 |
| WHITING, Paul Christopher | Director | 2024-02-02 | 2025-05-01 |
| WILLMOTT, Trevor, Rt Revd | Director | 2024-11-18 | 2026-01-20 |
| THE BATH AND WELLS DBE TRUST | Corporate Director | 2012-09-07 | 2016-09-21 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| The Bath & Wells Dbe Trust | Corporate entity | significant-influence-or-control-as-trust | 2016-04-06 | Ceased 2016-09-07 |
| Bishop Of Bath & Wells | Legal person | significant-influence-or-control-as-trust | 2016-04-06 | Ceased 2016-09-07 |
Filing timeline
Last 20 of 153 total filings
Material constitutional events — rename, articles re-file, resolution
- 2026-02-17 MA Memorandum articles
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-02-17 | MA | incorporation | Memorandum articles | |
| 2026-01-21 | TM01 | officers | Termination director company with name termination date | |
| 2026-01-14 | AA | accounts | Accounts with accounts type group | |
| 2025-09-22 | TM01 | officers | Termination director company with name termination date | |
| 2025-09-05 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-08-27 | AP01 | officers | Appoint person director company with name date | |
| 2025-08-27 | AP01 | officers | Appoint person director company with name date | |
| 2025-08-27 | AP01 | officers | Appoint person director company with name date | |
| 2025-07-28 | TM01 | officers | Termination director company with name termination date | |
| 2025-06-05 | AP01 | officers | Appoint person director company with name date | |
| 2025-05-19 | TM01 | officers | Termination director company with name termination date | |
| 2025-05-01 | TM01 | officers | Termination director company with name termination date | |
| 2025-04-01 | TM01 | officers | Termination director company with name termination date | |
| 2025-02-24 | AP01 | officers | Appoint person director company with name date | |
| 2025-01-02 | AA | accounts | Accounts with accounts type group | |
| 2024-12-19 | AP01 | officers | Appoint person director company with name date | |
| 2024-11-28 | AP01 | officers | Appoint person director company with name date | |
| 2024-11-15 | AP01 | officers | Appoint person director company with name date | |
| 2024-11-14 | AP01 | officers | Appoint person director company with name date | |
| 2024-11-14 | TM01 | officers | Termination director company with name termination date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 12
- Capital events
- 0
- Officers appointed
- 3
- Officers resigned
- 5
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
+1%
£71,171,000 £71,905,000
-
Cash
+15.2%
£6,541,000 £7,537,000
-
Net assets
+9.4%
£122,733,000 £134,253,000
-
Employees
-0.8%
1,577 1,565
-
Operating profit
-32.2%
£12,765,000 £8,650,000
-
Profit before tax
-32.2%
£12,765,000 £8,650,000
-
Wages
+5.7%
£31,759,000 £33,566,000
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