CASTLE PHOENIX TRUST
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Next accounts due
2027-05-31 (in 1y)
Last filed for 2025-08-31
Confirmation statement due
2026-12-28 (in 7mo)
Last made up 2025-12-14
Watchouts
None on the register
Cash
£6M
-17.8% vs 2024
Net assets
£43M
+26.2% vs 2024
Employees
584
+5.2% vs 2024
Profit before tax
—
Period ending 2025-08-31
Name history
Renamed 1 time since incorporation
- CASTLE PHOENIX TRUST 2013-08-19 → present
- CALUDON CASTLE SCHOOL 2012-12-14 → 2013-08-19
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 | £31,696,487 | £34,946,184 | |
| Operating profit | — | — | |
| Profit before tax | — | — | |
| Net profit | -£1,752,570 | £7,609,975 | |
| Cash | £7,494,950 | £6,158,289 | |
| Total assets less current liabilities | £35,760,712 | £42,906,687 | |
| Net assets | £34,000,712 | £42,906,687 | |
| Equity | £34,000,712 | £42,906,687 | |
| Average employees | 555 | 584 | |
| Wages | £18,112,313 | £19,664,327 |
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 |
|---|---|---|---|
| Net margin | -5.5% | 21.8% | |
| Gearing (liabilities / total assets) | 0.0% | 0.0% | |
| Current ratio | 2.71x | 2.35x |
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
- Bishop Fleming Audit Limited
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“After making appropriate enquiries, the Trust Board has a reasonable expectation that the Academy Trust has adequate resources to continue in operational existence for the foreseeable future. For this reason, they continue to adopt the going concern basis in preparing the financial statements. Further details regarding the adoption of the going concern basis can be found in the accounting policies.”
Significant events
- “The restructuring of governance across the Trust.”
- “Deliberately crafting our Trust culture of belonging.”
- “The use of School Condition Allocation (SCA) funding to completely refurbish Kingsbury School's leisure centre for the benefit of both the school and the local community.”
- “Enhanced governance through our Circle of Governance model, now a DfE and CST case study.”
- “Winner of the MAT Digital Innovation Award at the National MAT Excellence Awards.”
- “Achieved the Thrive at Work Bronze Award.”
- “Caludon Castle recognised as an Apple Distinguished School.”
- “Developed a framework for crafting a culture of belonging, leading to improved performance across schools.”
- “Improved outcomes for disadvantaged and vulnerable pupils at Foxford and Charter.”
- “Secured a strong Ofsted outcome for Hill Farm Primary (April 2025).”
- “Delivered a successful annual Driving Inclusive Excellence conference.”
- “Onboarding two new primary schools.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
10 active · 32 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| HARRISON, Helen Ada | Secretary | 2012-12-14 | — | — |
| COACHE, David Leon | Director | 2022-11-11 | Aug 1975 | British |
| EVANS, Robert John | Director | 2025-07-25 | Jan 1973 | British |
| FREETH, Peter Francis | Director | 2019-03-13 | Apr 1968 | British |
| GREGORY, Mark Andrew | Director | 2023-07-20 | Jun 1977 | British |
| IRELAND, Kate | Director | 2018-06-15 | May 1962 | British |
| MARR, Michele Anne | Director | 2012-12-14 | Apr 1959 | British |
| MICHAEL, Michalakis | Director | 2020-07-24 | Aug 1961 | British |
| SHELLEY, Victoria Elizabeth | Director | 2024-10-10 | Jun 1977 | British |
| THOMASON, Andrew Joshua | Director | 2023-11-02 | May 1997 | British |
Show 32 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BALL, Dale Keiron | Director | 2023-06-26 | 2023-12-07 |
| BORGEAT, Deborah Marie | Director | 2012-12-14 | 2013-09-01 |
| BOYCE, Ian Richard | Director | 2012-12-14 | 2015-11-29 |
| BROWN, Aileen Mary | Director | 2012-12-14 | 2013-09-01 |
| DAVOILE, Andrew Jude Robert | Director | 2012-12-14 | 2013-09-01 |
| DIXON, Susanna Ella | Director | 2012-12-14 | 2013-09-01 |
| FORD, Fay | Director | 2023-04-24 | 2025-02-25 |
| FORREST, Neil Andrew | Director | 2017-10-18 | 2022-09-15 |
| FRIDAY, Mark Richard | Director | 2012-12-14 | 2022-10-31 |
| HAGAN, Jonathan Paul | Director | 2022-09-01 | 2025-11-12 |
| HANCOCK, Lesley | Director | 2012-12-14 | 2020-11-13 |
| HANMER, Matthew | Director | 2019-03-13 | 2023-06-21 |
| HART, Elaine Kathleen | Director | 2023-04-24 | 2025-01-20 |
| HUDSON, Michael James | Director | 2012-12-14 | 2013-09-01 |
| JOHAL, Jagjit | Director | 2020-07-24 | 2022-04-01 |
| LLOYD, Faye | Director | 2021-05-13 | 2022-11-20 |
| LLOYD, Faye | Director | 2021-03-14 | 2021-05-20 |
| MCDOWALL, Karen Elaine | Director | 2017-10-18 | 2018-12-03 |
| MIKS, Catherine Elizabeth, Councillor | Director | 2012-12-14 | 2013-09-01 |
| MUDD, Tammy, Dr | Director | 2023-10-03 | 2024-06-28 |
| OVER, Emma Jayne | Director | 2012-12-14 | 2013-09-01 |
| REILLY, Helen Mary | Director | 2016-12-01 | 2019-06-26 |
| SAUNDERS, Claire Gaynor | Director | 2012-12-14 | 2016-04-17 |
| SEDGEBEAR, Brian Lee | Director | 2012-12-14 | 2013-09-01 |
| SHARIF, Shafiq Ahmed | Director | 2017-10-18 | 2020-03-08 |
| SIMPSON, Paul Michael | Director | 2012-12-14 | 2022-12-02 |
| TAYLOR-DOWSON, Wieczyslaw | Director | 2018-01-08 | 2020-10-30 |
| TAYLOR-DOWSON, Wieczyslaw | Director | 2012-12-14 | 2017-09-04 |
| WADE, Rachel Tracy | Director | 2020-07-24 | 2022-01-11 |
| WEBSTER, Martin | Director | 2012-12-14 | 2013-09-01 |
| WHITTLE, David | Director | 2012-12-14 | 2013-09-01 |
| WINTERS, Margaret | Director | 2016-12-01 | 2019-01-21 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 92 total filings
Material constitutional events — rename, articles re-file, resolution
- 2025-12-01 MA Memorandum articles
- 2025-12-01 RESOLUTIONS Resolution
- 2025-11-27 CC04 Statement of companys objects
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-01-23 | AA | accounts | Accounts with accounts type full | |
| 2025-12-19 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-12-01 | MA | incorporation | Memorandum articles | |
| 2025-12-01 | RESOLUTIONS | resolution | Resolution | |
| 2025-11-27 | CC04 | change-of-constitution | Statement of companys objects | |
| 2025-11-20 | TM01 | officers | Termination director company with name termination date | |
| 2025-08-07 | AP01 | officers | Appoint person director company with name date | |
| 2025-02-26 | TM01 | officers | Termination director company with name termination date | |
| 2025-02-26 | AA | accounts | Accounts with accounts type full | |
| 2025-01-22 | TM01 | officers | Termination director company with name termination date | |
| 2025-01-07 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-10-22 | AP01 | officers | Appoint person director company with name date | |
| 2024-07-11 | TM01 | officers | Termination director company with name termination date | |
| 2024-01-18 | AA | accounts | Accounts with accounts type full | |
| 2023-12-18 | TM01 | officers | Termination director company with name termination date | |
| 2023-12-14 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-11-15 | AP01 | officers | Appoint person director company with name date | |
| 2023-10-05 | AP01 | officers | Appoint person director company with name date | |
| 2023-07-28 | AP01 | officers | Appoint person director company with name date | |
| 2023-07-10 | TM01 | officers | Termination director company with name termination date |
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
+10.3%
£31,696,487 £34,946,184
-
Cash
-17.8%
£7,494,950 £6,158,289
-
Net assets
+26.2%
£34,000,712 £42,906,687
-
Employees
+5.2%
555 584
-
Wages
+8.6%
£18,112,313 £19,664,327
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