THE SOUTH WEST HERITAGE TRUST
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Cash
£1.9M
+54.4% highest in 3 filed years
Net assets
£1.9M
+29.9% highest in 3 filed years
Employees
101
-1.9% lowest in 3 filed years
Profit before tax
—
Period ending 2025-10-31
Net assets
3-year trend · vs Consumer Discretionary median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2025-10-31
| Metric | Trend | 2023-10-31 | 2024-10-31 | 2025-10-31 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | £3,937,118 | £8,489,905 | £5,085,727 | -40.1% | |
| Operating profit | — | — | — | — | |
| Profit before tax | £44,951 | £178,615 | — | — | |
| Net profit | £44,951 | £178,615 | £580,164 | +224.8% | |
| Cash | £1,080,338 | £1,211,471 | £1,870,150 | +54.4% | |
| Total assets less current liabilities | £1,397,639 | £1,473,254 | £1,914,418 | +29.9% | |
| Net assets | £1,397,639 | £1,473,254 | £1,914,418 | +29.9% | |
| Equity | £1,397,639 | £1,473,254 | £1,914,418 | +29.9% | |
| Average employees | 107 | 103 | 101 | -1.9% | |
| Wages | £2,247,651 | £2,343,133 | £2,412,185 | +2.9% | |
| Directors' remuneration | — | £388,831 | £420,231 | +8.1% |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-10-31 | 2024-10-31 | 2025-10-31 |
|---|---|---|---|---|
| Net margin | 1.1% | 2.1% | 11.4% | |
| Gearing (liabilities / total assets) | 45.4% | 38.0% | 36.4% | |
| Current ratio | 2.08x | 2.41x | 2.62x |
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
- Albert Goodman LLP
- 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 Trust has adequate resources to continue in operational existence for the foreseeable future and there are no material uncertainties about the Trust's ability to continue as a going concern, thus they continue to adopt the going concern basis of accounting when preparing the financial statements.”
Group structure
- THE SOUTH WEST HERITAGE TRUST · parent
- South West Heritage Trust Trading Company Ltd 100%
Significant events
- “The Annual Retirement Meeting for Trustees of the Trust took place on 24 April 2025. It was agreed that Michael Motum, Peter Beacham and David Gwyther should be elected to serve an additional year. Lt Col. Michael Motum was reappointed as Chair.”
- “The Chew Valley Hoard Project has remained a central organisational priority throughout the year, with successful progression from development to delivery phase. Alongside this, work has continued to explore opportunities to bring a nationally significant historic site into public ownership, in partnership with Somerset Council and other stakeholders.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
13 active · 15 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| BRYANT, Abby | Director | 2026-04-09 | Dec 1978 | British |
| CARRILLO, Amy | Director | 2025-10-23 | Jul 1975 | British |
| CLIST, Simon | Director | 2025-07-17 | Apr 1962 | British |
| CRAIG, Gloria Linda | Director | 2019-08-09 | Nov 1948 | British |
| FRENCH, Henry Richards, Professor | Director | 2017-04-20 | Mar 1968 | British |
| GWYTHER, David Hugh | Director | 2014-05-22 | Jun 1947 | British |
| LOADER, Jill | Director | 2022-04-28 | Jan 1966 | British |
| MABERLEY, Sandy Vivien | Director | 2014-05-22 | Apr 1951 | British |
| MOTUM, Michael John Richard | Director | 2014-05-22 | Jul 1954 | British |
| THOMAS, Ivor | Director | 2025-10-23 | Aug 1959 | British |
| WINDSOR, Stuart Andrew, Dr | Director | 2022-04-28 | Jul 1971 | British |
| WYKE, Anne Rosalinde | Director | 2022-07-21 | Dec 1952 | British |
| ZALEWSKA, Ania, Professor | Director | 2022-04-28 | Mar 1966 | Polish,British |
Show 15 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BEACHAM, Peter Martyn, Reverend | Director | 2017-01-01 | 2026-04-09 |
| CROAD, Roger Frederick, Cllr | Director | 2014-05-22 | 2021-05-27 |
| DAVIS, Andrea Vivienne, Councillor | Director | 2021-05-27 | 2025-07-17 |
| DENISON, Nicholas John | Director | 2014-05-22 | 2016-06-30 |
| GRAY, Claude Loren Todd, Dr | Director | 2014-07-02 | 2017-04-20 |
| GROSKOP, Anna Mary, Cllr | Director | 2017-07-13 | 2018-07-02 |
| GUNNER, Peter John | Director | 2014-05-22 | 2022-04-28 |
| HALL, David, Cllr | Director | 2018-07-02 | 2022-05-25 |
| HALL, David, Cllr | Director | 2014-05-22 | 2017-07-13 |
| HARPER, Angela | Director | 2014-05-22 | 2016-07-22 |
| HUNT, Simon Hugh D'Aquilar | Director | 2017-01-01 | 2022-04-28 |
| MAKEWELL, Terence | Director | 2014-05-22 | 2021-08-13 |
| NUTTALL, Nicola Mary | Director | 2017-04-20 | 2019-04-04 |
| SEKERS, David | Director | 2014-05-22 | 2017-04-20 |
| SMALLWOOD, Anthony Miles Dartnell | Director | 2017-04-20 | 2025-04-25 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 69 total filings
Material constitutional events — rename, articles re-file, resolution
- 2026-06-02 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-06-02 | RESOLUTIONS | resolution | Resolution | |
| 2026-06-01 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2026-05-15 | AP01 | officers | Appoint person director company with name date | |
| 2026-05-14 | TM01 | officers | Termination director company with name termination date | |
| 2026-05-13 | AA01 | accounts | Change account reference date company current extended | |
| 2026-05-13 | AA | accounts | Accounts with accounts type group | |
| 2026-05-12 | AP01 | officers | Appoint person director company with name date | |
| 2026-05-12 | AP01 | officers | Appoint person director company with name date | |
| 2026-05-11 | AP01 | officers | Appoint person director company with name date | |
| 2026-05-11 | TM01 | officers | Termination director company with name termination date | |
| 2026-03-05 | TM01 | officers | Termination director company with name termination date | |
| 2025-05-28 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-05-14 | AA | accounts | Accounts with accounts type group | |
| 2024-05-28 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2024-05-07 | AA | accounts | Accounts with accounts type group | |
| 2023-05-30 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-05-04 | AA | accounts | Accounts with accounts type group | |
| 2022-07-28 | AP01 | officers | Appoint person director company with name date | |
| 2022-06-23 | TM01 | officers | Termination director company with name termination date | |
| 2022-06-08 | CS01 | confirmation-statement | Confirmation statement with no updates |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 11
- Capital events
- 0
- Officers appointed
- 4
- Officers resigned
- 2
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.