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South Westmorland Multi Academy Trust
South Westmorland Multi Academy Trust is an active company incorporated on 25 May 2011 with the registered office located in Milnthorpe, Cumbria. South Westmorland Multi Academy Trust was registered 14 years ago.
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Status
Active
Active since
incorporation
Company No
07646748
Private Limited Company by guarantee without share capital, use of 'Limited' exemption
Age
14 years
Incorporated
25 May 2011
Size
Medium
Balance sheet is under
£27M
Under
250 employees
Confirmation
Submitted
Dated
3 July 2025
(6 months ago)
Next confirmation dated
3 July 2026
Due by
17 July 2026
(5 months remaining)
Last change occurred
9 years ago
Accounts
Submitted
For period
1 Sep
⟶
31 Aug 2025
(12 months)
Accounts type is
Full
Next accounts for period
31 August 2026
Due by
31 May 2027
(1 year 4 months remaining)
Learn more about South Westmorland Multi Academy Trust
Contact
Update Details
Address
Dallam School
Milnthorpe
Cumbria
LA7 7DD
Same address since
incorporation
Companies in LA7 7DD
Telephone
01539565165
Email
Available in Endole App
Website
Dallam.eu
See All Contacts
People
Officers
11
Shareholders
-
Controllers (PSC)
4
Enid Joy Fraser
Director • Retired Headteacher • British • Lives in England • Born in Oct 1948
Pamela Audrey Houghton
Director • British • Lives in UK • Born in Mar 1956
Stephen Gareth Thomas
Director • Retired • British • Lives in England • Born in Sep 1957
Claire Lesley Paxton Alexander
Director • Retired • British • Lives in England • Born in Sep 1963
Alan John Gerrard
Director • Retired • British • Lives in England • Born in Aug 1957
See Key People
Shareholders, PSCs & Group Structure
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Mutual Companies
Houghtons Parkhouse Coachworks Limited
Pamela Audrey Houghton is a mutual person.
Active
North West Trailers Limited
Pamela Audrey Houghton is a mutual person.
Active
Cumbria Health Limited
Claire Lesley Paxton Alexander is a mutual person.
Active
Houghton-Parkhouse Ltd
Pamela Audrey Houghton is a mutual person.
Active
Parkhouse Country Estates Ltd
Pamela Audrey Houghton is a mutual person.
Active
Crossbar Limited
Rupert Timothy Villiers-Smith is a mutual person.
Active
24 Castle Park Lancaster Limited
Lucy Helen Richardson is a mutual person.
Active
Parkhouse Lakeland Estate Limited
Pamela Audrey Houghton is a mutual person.
Active
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Aug 2025
For period
31 Aug
⟶
31 Aug 2025
Traded for
12 months
Cash in Bank
£1.9M
Increased by £462K (+32%)
Turnover
£9.83M
Increased by £823K (+9%)
Employees
148
Decreased by 6 (-4%)
Total Assets
£13.73M
Increased by £1.03M (+8%)
Total Liabilities
-£1.54M
Decreased by £73K (-5%)
Net Assets
£12.18M
Increased by £1.1M (+10%)
Debt Ratio (%)
11%
Decreased by 1.49% (-12%)
See 10 Year Full Financials
Latest Activity
Full Accounts Submitted
1 Month Ago on 19 Dec 2025
Mr Christopher Gates Appointed
4 Months Ago on 23 Sep 2025
Miss Lucy Helen Richardson Appointed
4 Months Ago on 23 Sep 2025
Mrs Joanne Mary Wren Appointed
4 Months Ago on 23 Sep 2025
Mr Andrew Stephen David Lauretani Appointed
4 Months Ago on 23 Sep 2025
Jayne Louise Clarke (PSC) Resigned
5 Months Ago on 31 Jul 2025
Confirmation Submitted
6 Months Ago on 16 Jul 2025
Miriam Ellen May Bailey (PSC) Appointed
6 Months Ago on 16 Jul 2025
Full Accounts Submitted
1 Year Ago on 27 Dec 2024
Mr Stephen Gareth Thomas Appointed
1 Year 3 Months Ago on 1 Oct 2024
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Get Credit Report
Discover South Westmorland Multi Academy Trust's Credit Score, how much credit you can offer them, and how likely they are to repay you
See All Credit Score & Limits
Documents
Full accounts made up to 31 August 2025
Submitted on 19 Dec 2025
Appointment of Mr Christopher Gates as a director on 23 September 2025
Submitted on 24 Sep 2025
Appointment of Miss Lucy Helen Richardson as a director on 23 September 2025
Submitted on 24 Sep 2025
Appointment of Mrs Joanne Mary Wren as a director on 23 September 2025
Submitted on 23 Sep 2025
Appointment of Mr Andrew Stephen David Lauretani as a director on 23 September 2025
Submitted on 23 Sep 2025
Cessation of Jayne Louise Clarke as a person with significant control on 31 July 2025
Submitted on 5 Aug 2025
Confirmation statement made on 3 July 2025 with no updates
Submitted on 16 Jul 2025
Notification of Miriam Ellen May Bailey as a person with significant control on 16 July 2025
Submitted on 16 Jul 2025
Full accounts made up to 31 August 2024
Submitted on 27 Dec 2024
Appointment of Mr Stephen Gareth Thomas as a director on 1 October 2024
Submitted on 1 Oct 2024
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Repayment History
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See All Charges & CCJs