FORTIS TRUST
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Next accounts due
2027-05-31 (in 1y)
Last filed for 2025-08-31
Confirmation statement due
2027-03-04 (in 10mo)
Last made up 2026-02-18
Watchouts
None on the register
Cash
£1M
+5.8% vs 2024
Net assets
£14M
+1.5% vs 2024
Employees
225
+5.1% vs 2024
Profit before tax
£367K
+111.1% vs 2024
Name history
Renamed 1 time since incorporation
- FORTIS TRUST 2018-02-21 → present
- BRADFIELDS ACADEMY 2014-02-18 → 2018-02-21
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 | £9,881,717 | £11,298,182 | |
| Operating profit | -£3,353,081 | -£581,870 | |
| Profit before tax | -£3,299,406 | £366,975 | |
| Net profit | -£3,299,406 | £366,975 | |
| Cash | £1,283,112 | £1,358,124 | |
| Total assets less current liabilities | £13,783,673 | £13,996,648 | |
| Net assets | £13,783,673 | £13,996,648 | |
| Equity | £13,783,673 | £13,996,648 | |
| Average employees | 214 | 225 | |
| Wages | £6,104,535 | £6,819,232 |
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 | -33.9% | -5.2% | |
| Net margin | -33.4% | 3.2% | |
| Return on capital employed | -24.3% | -4.2% | |
| Gearing (liabilities / total assets) | 1.2% | 1.1% | |
| Current ratio | 8.77x | 12.34x | |
| Interest cover | -197.24x | -32.33x |
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
- Xeinadin 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, it continues to adopt the going concern basis in preparing the financial statements.”
Significant events
- “In August 2023, the Trust secured a three-year contract (with an option for a two-year extension) with Medway Local Authority to deliver outreach support and training to schools, provisions, and professionals within the region.”
- “In January 2024, it was discovered that the Department for Education (DfE) had not correctly recorded this agreed change when the expansion was initially approved.”
- “In December 2023, Fortis Trust successfully applied for a bid to open a new specialist free school in Kent, in partnership with Kent County Council and the DfE.”
- “Fortis Trust is actively progressing with the transfer of two academies from a Trust based in Essex, following DfE's decision to close the Trust.”
- “In July 2025, Fortis engaged with the Trust in Essex and their local council to explore the possibility of opening a joint sixth form provision and SPI provision with the LA's SEND commissioning team.”
- “Fortis has been undertaking due diligence with a local Infant School based in Rochester, after many years of working in partnership with the school.”
- “On 6 November 2025, the Trust was formally notified by the Department for Education (DfE) that construction for the School Rebuilding Programme had been agreed. The project will deliver a full rebuild of the Trust's Bradfield's Academy site.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
8 active · 26 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| CHAPPELL, Ian | Director | 2021-06-14 | Jul 1960 | British |
| COYNE, Paul | Director | 2019-04-29 | Dec 1969 | British |
| HULL, Matthew Stuart | Director | 2020-04-23 | Dec 1979 | British |
| MARTIN, Peter Victor | Director | 2014-02-18 | Feb 1954 | British |
| NORRIS, Andrya | Director | 2024-06-03 | Apr 1971 | British |
| SANDERS, Hilary | Director | 2025-01-20 | Oct 1958 | British |
| SHIELDS, Jane | Director | 2023-03-27 | May 1962 | British |
| SWEETLOVE, Marie Dawn | Director | 2017-09-01 | Dec 1979 | British |
Show 26 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| AKINLAJA, Elizabeth Adeola | Director | 2023-07-10 | 2024-09-16 |
| BARKER, Margaret | Director | 2014-02-18 | 2018-01-20 |
| BOLTON, Christopher John | Director | 2014-09-23 | 2016-11-14 |
| DAY, Stephanie | Director | 2014-02-18 | 2016-10-06 |
| DEVINE, Melesha Emma | Director | 2014-06-02 | 2016-09-30 |
| DOCK, Clare Julie | Director | 2015-01-01 | 2016-04-01 |
| DRUMM, Patrick John, Dr | Director | 2020-04-23 | 2022-09-26 |
| ENDERSBY, Enid | Director | 2014-02-18 | 2020-09-17 |
| GEDYE, Mark Nicholas | Director | 2015-09-07 | 2025-07-25 |
| GOODALL, Jonathan Stuart | Director | 2015-12-03 | 2018-06-18 |
| GRAY, Michael Andrew | Director | 2021-09-27 | 2022-02-07 |
| HADEN, Jill Margaret | Director | 2016-11-14 | 2019-02-27 |
| HAMMILL, Iain Thomas | Director | 2014-02-18 | 2018-06-14 |
| HUGHES, Jonathan Paul | Director | 2016-11-14 | 2020-09-02 |
| JOHNSON, Kim Donald | Director | 2014-02-18 | 2017-08-31 |
| PEARSON, Nick | Director | 2015-03-23 | 2018-11-12 |
| PRATT, Wendy | Director | 2014-02-18 | 2014-08-31 |
| RICHARDS, Christine | Director | 2022-03-31 | 2022-09-17 |
| SAVAGE, Amanda | Director | 2014-02-18 | 2014-05-28 |
| SEGER, Jakob | Director | 2019-10-14 | 2019-12-28 |
| SHARP, Susan | Director | 2014-02-18 | 2014-10-08 |
| WAITE, Mark | Director | 2018-11-12 | 2019-12-20 |
| WHEELER, Marian | Director | 2019-04-29 | 2022-05-02 |
| WHITCOMBE, Jonathan | Director | 2024-01-22 | 2024-12-02 |
| WILLIAMS, Christopher Huwel | Director | 2021-01-04 | 2021-01-04 |
| WILLIAMS, Gillian | Director | 2017-09-11 | 2022-03-04 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 90 total filings
Material constitutional events — rename, articles re-file, resolution
- 2023-10-26 RESOLUTIONS Resolution
- 2023-10-26 MA Memorandum articles
- 2023-06-20 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-03-04 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-01-21 | AA | accounts | Accounts with accounts type full | |
| 2025-12-01 | CH01 | officers | Change person director company with change date | |
| 2025-07-25 | TM01 | officers | Termination director company with name termination date | |
| 2025-02-19 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-01-29 | AP01 | officers | Appoint person director company with name date | |
| 2025-01-13 | AA | accounts | Accounts with accounts type full | |
| 2024-12-04 | TM01 | officers | Termination director company with name termination date | |
| 2024-09-18 | TM01 | officers | Termination director company with name termination date | |
| 2024-06-13 | AP01 | officers | Appoint person director company with name date | |
| 2024-02-19 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-02-05 | AP01 | officers | Appoint person director company with name date | |
| 2024-01-15 | AA | accounts | Accounts with accounts type full | |
| 2023-10-26 | RESOLUTIONS | resolution | Resolution | |
| 2023-10-26 | MA | incorporation | Memorandum articles | |
| 2023-09-04 | AP01 | officers | Appoint person director company with name date | |
| 2023-06-20 | RESOLUTIONS | resolution | Resolution | |
| 2023-04-25 | AP01 | officers | Appoint person director company with name date | |
| 2023-02-21 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-01-18 | AA | accounts | Accounts with accounts type full |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 4
- 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
+14.3%
£9,881,717 £11,298,182
-
Cash
+5.8%
£1,283,112 £1,358,124
-
Net assets
+1.5%
£13,783,673 £13,996,648
-
Employees
+5.1%
214 225
-
Operating profit
+82.6%
-£3,353,081 -£581,870
-
Profit before tax
+111.1%
-£3,299,406 £366,975
-
Wages
+11.7%
£6,104,535 £6,819,232
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