WATERTON ACADEMY TRUST
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Next accounts due
2027-05-31 (in 1y)
Last filed for 2025-08-31
Confirmation statement due
2026-07-24 (in 2mo)
Last made up 2025-07-10
Watchouts
Cash
£3M
+56.7% vs 2024
Net assets
£34M
+3.3% vs 2024
Employees
579
+1.2% highest in 3 filed years
Profit before tax
—
Period ending 2025-08-31
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
5 PSCs ceased in last 24 months
Significant control changed hands — see the Ownership section.
Net assets
3-year trend · vs Consumer Discretionary median
Accounts
3-year trend · latest reflected 2025-08-31
| Metric | Trend | 2021-08-31 | 2024-08-31 | 2025-08-31 |
|---|---|---|---|---|
| Turnover | — | £23,377,269 | £25,981,252 | |
| Operating profit | — | — | — | |
| Profit before tax | — | — | — | |
| Net profit | — | -£160,545 | £1,104,438 | |
| Cash | — | £2,175,121 | £3,408,381 | |
| Total assets less current liabilities | — | £32,974,778 | £34,078,406 | |
| Net assets | — | £32,973,968 | £34,078,406 | |
| Equity | — | £32,973,968 | £34,078,406 | |
| Average employees | 551 | 572 | 579 | |
| Wages | — | £13,719,025 | £14,848,279 | |
| Directors' remuneration | — | — | — |
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
Year-on-year
FY2024 → FY2025 · period ending 2025-08-31 vs 2024-08-31
-
Turnover
+11.1%
£23,377,269 £25,981,252
-
Cash
+56.7%
£2,175,121 £3,408,381
-
Net assets
+3.3%
£32,973,968 £34,078,406
-
Employees
+1.2%
572 579
highest in 3 filed years
-
Wages
+8.2%
£13,719,025 £14,848,279
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
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2021-08-31 | 2024-08-31 | 2025-08-31 |
|---|---|---|---|---|
| Net margin | — | -0.7% | 4.3% | |
| Current ratio | — | 3.38x | 2.98x |
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
- Forrester Boyd Robson Limited
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“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.”
Group structure
- WATERTON ACADEMY TRUST · parent
- Waterton Pre Schools 100%
Significant events
- “Waterton Academy Trust comprises fourteen primary academies, four Pre-Schools and three specialist settings, with Hammer Lane Academy preparing to open in September 2025.”
- “During the year, pupil numbers rose to 3,516, excluding nursery.”
- “The Trust has reviewed its governance structure during the year, and planned changes to the committee framework, detailed later in the report, will take effect from September 2025.”
- “During the 2024-25 year, Trustees undertook a comprehensive review of governance arrangements in response to Trust growth, increased specialist provision and the evolving demands of the education system.”
- “Waterton's GLD improved from 69% in 2023 to 75% in 2025, outperforming the national average.”
- “Waterton's phonics results have remained extremely strong with 86% of pupils passing the check in 2025.”
- “There has been a rapid improvement in the proportion of pupils in Waterton achieving full marks in the MTC - this has increased from 40% in 2024 to 58% in 2025.”
- “Key Stage 2 Combined Outcomes: Waterton's combined score in 2024 was in line with the National, and in 2025 we improved by 4% to move 2% above the national average.”
- “Combined outcomes for disadvantaged pupils show a marked improvement across the board. Notably, reading outcomes for disadvantaged pupils have increased significantly - from 43% in 2023 to 63% in 2025.”
- “We're proud to report a significant reduction in suspensions across Waterton Academy Trust in 2024-25. Our overall suspension rate fell to 1.0%, marking a fall from 1.7% in the previous two academic years.”
- “Our repeat suspension rate also saw a positive drop-from 0.9% in 2023-24 to 0.7% in 2024-25.”
- “Permanent exclusion is always a last resort, and this year we're proud to say that no pupils were permanently excluded from any school in the Trust.”
- “Waterton's attendance improved significantly from 93.9% in 2023-24 to 95.0% in 2024-25, and is now above the National average.”
- “This year, we continued delivering our well-established Level 3 Teaching Assistant Apprenticeship, building on the strong foundation developed since its launch in 2021.”
- “In a major milestone, we also introduced a brand-new Early Years Educator Level 3 Apprenticeship, with 8 learners enrolled from Waterston and 5 from Nexus.”
- “Waterton's apprenticeship programme has consistently achieved high results. In the most recent year, our achievement rate is 76.9%, surpassing the national average achievement rate of 71.2%.”
- “Additionally, during the year 24/25, 19 apprentices have so far completed their End Point Assessment (EPA) with a remarkable 18 (95%) achieving an overall distinction and 1 learner achieving an overall merit.”
- “In 2024-25, we deepened our valued partnership with Leeds Trinity University, continuing to deliver high-quality Initial Teacher Training (ITT) for postgraduates on both the 3-7 and 5-11 routes to Qualified Teacher Status (QTS).”
- “Since launching our ITT programme in 2017, over 70 teachers have successfully completed their training with us, with a 100% qualification rate for those who completed the course.”
- “This year, twelve student teacher placements were offered across our schools, with ten Waterton student teachers successfully completing the programme.”
- “We're proud to report that 100% have secured teaching roles, with 30% securing these roles within the Trust.”
- “During 2024-25, the Trust secured a £2.4m Salix decarbonisation grant. Confirmation of the award enhanced the Trust's forward capital pipeline and enabled the commencement of sustainability and energy-efficiency works across six academies.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
12 active · 23 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| CLARK, Laura | Secretary | 2020-04-15 | — | — |
| BATES, Stephen | Director | 2019-10-08 | Mar 1964 | British |
| DAVIES, Kathrine | Director | 2021-02-22 | Jun 1969 | British |
| DENNANT, Anthony | Director | 2025-07-15 | Nov 1960 | British |
| GOUDIE, Andrew Gary | Director | 2020-07-14 | Nov 1963 | British |
| HARRISON, Larraine Susan | Director | 2023-04-25 | Jun 1948 | British |
| HENSON, Joanne Catherine | Director | 2021-02-22 | Aug 1975 | British |
| HUTTON, Lucy Marie | Director | 2024-07-16 | Apr 1978 | British |
| JOHNSON, Stephen | Director | 2017-07-13 | Mar 1977 | British |
| NICHOLSON, Craig Adam | Director | 2024-07-16 | Jun 1983 | British |
| SHAW, Jonathan Mark | Director | 2018-11-22 | Mar 1969 | British |
| WATHEN, Jonathan Peter | Director | 2022-09-29 | Mar 1985 | British |
Show 23 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| CHRISTIAN, Susan | Secretary | 2014-07-10 | 2016-12-07 |
| COLLINS, Victoria Lee | Secretary | 2016-12-07 | 2020-04-16 |
| BEAMAN, Paul Charles | Director | 2014-07-10 | 2021-12-31 |
| BISHOP, Glyn | Director | 2015-03-02 | 2016-09-01 |
| BUCKLEY, Andrew Russell | Director | 2018-08-23 | 2018-08-23 |
| COOK, Rebecca Louise | Director | 2015-10-01 | 2021-03-02 |
| DICKINSON, David | Director | 2014-07-10 | 2021-03-02 |
| FITTON, Anthony Graham | Director | 2019-10-01 | 2020-01-23 |
| GEORGE, Sandy | Director | 2014-07-10 | 2016-06-27 |
| GOUDIE, Andrew Gary | Director | 2017-07-13 | 2018-12-31 |
| GREENWOOD, Karen | Director | 2017-07-13 | 2018-03-21 |
| HALLIDAY, Paul Richard | Director | 2015-03-02 | 2018-11-05 |
| HARPHAM, Anthony | Director | 2016-05-24 | 2018-12-31 |
| HARRISON, Larraine Susan | Director | 2016-11-01 | 2018-12-31 |
| KELCHER, Andrea | Director | 2014-07-10 | 2015-01-28 |
| MACNAIR, Russell Donald John | Director | 2016-04-24 | 2018-11-22 |
| MANGHAM, Helen | Director | 2016-09-01 | 2018-12-31 |
| ROWLINSON-BROWN, Lisa Jayne | Director | 2020-08-25 | 2022-06-14 |
| SHAW, Neil Andrew | Director | 2020-12-09 | 2022-10-20 |
| SMITH, John Thornton | Director | 2015-01-05 | 2016-06-21 |
| THOMPSON, Clare Louise | Director | 2014-07-10 | 2017-01-11 |
| WIEHL, Philip John | Director | 2014-07-10 | 2016-12-16 |
| YOUNUS, Nazwana | Director | 2016-05-24 | 2018-10-16 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Dr Stefanie Guene Edwards | Individual | significant-influence-or-control-as-trust | 2024-06-16 | Ceased 2025-12-10 |
| Mr Jonathan David Sharp | Individual | Appoints directors, right-to-appoint-and-remove-directors-as-trust, right-to-appoint-and-remove-directors-as-firm | 2024-01-02 | Ceased 2025-12-10 |
| Mrs Heather Revina Honeyman | Individual | right-to-appoint-and-remove-directors-as-trust, significant-influence-or-control-as-trust | 2021-07-14 | Ceased 2025-12-10 |
| Mrs Beryce Amy Nixon | Individual | significant-influence-or-control-as-trust | 2021-05-10 | Ceased 2023-11-17 |
| Mrs Elizabeth Ruth Greensides | Individual | right-to-appoint-and-remove-directors-as-trust, significant-influence-or-control-as-trust | 2021-02-22 | Ceased 2022-09-20 |
| Mr Alan Edward Warboys | Individual | right-to-appoint-and-remove-directors-as-trust, significant-influence-or-control-as-trust | 2019-09-01 | Ceased 2025-12-10 |
| Mrs Rebecca Louise Cook | Individual | right-to-appoint-and-remove-directors-as-trust, significant-influence-or-control-as-trust | 2019-01-16 | Ceased 2021-03-02 |
| Mr Andrew Russell Buckley | Individual | right-to-appoint-and-remove-directors-as-trust, significant-influence-or-control-as-trust | 2018-08-23 | Ceased 2025-12-10 |
| Mrs Andrea Kelcher | Individual | voting-rights-25-to-50-percent-as-trust | 2016-04-06 | Ceased 2019-09-01 |
| Mr Paul Charles Beaman | Individual | voting-rights-25-to-50-percent-as-trust | 2016-04-06 | Ceased 2018-12-31 |
| Mr David Arthur Westwell | Individual | voting-rights-25-to-50-percent-as-trust | 2016-04-06 | Ceased 2018-11-22 |
Filing timeline
Last 20 of 97 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-02-16 | AA | accounts | Accounts with accounts type group | |
| 2026-02-13 | CH01 | officers | Change person director company with change date | |
| 2025-12-11 | PSC08 | persons-with-significant-control | Notification of a person with significant control statement | |
| 2025-12-10 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-12-10 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-12-10 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-12-10 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-12-10 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-07-16 | AP01 | officers | Appoint person director company with name date | |
| 2025-07-11 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-05-13 | CH01 | officers | Change person director company with change date | |
| 2025-02-12 | AA | accounts | Accounts with accounts type group | |
| 2024-07-19 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-07-19 | AP01 | officers | Appoint person director company with name date | |
| 2024-07-19 | AP01 | officers | Appoint person director company with name date | |
| 2024-07-01 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2024-01-19 | AA | accounts | Accounts with accounts type group | |
| 2024-01-12 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2023-11-20 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2023-07-12 | 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
- 1
- Officers resigned
- 0
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.