We’re always here to give financial help
Professional consultants
Advisers who have run businesses, not only advised them.
Comprehensive services
Tax, investment, lending and risk, under one engagement.
A culture that delivers
The same people from the first meeting to the final report.
Industry experience
Twenty-eight years across manufacturing, retail and services.
About Union Corporation
More than 40M+ trusted our financial & consultation institution
We have been advising businesses for twenty-eight years: what to invest, what to insure, and what to leave alone.
Our consultants work with founders, finance directors and family businesses across the country.
Our services
Our exclusive services we offer for you
Eight practices, one team, and a single point of contact.
Financial Planning
A plan for the next five years that survives contact with the first one.
Investments Management
Portfolios built around what the business actually needs to do.
Business Loan
Lending arranged and negotiated, with the terms explained in plain words.
Taxes Consulting
Returns, planning and the correspondence nobody wants to open.
Insurance Consulting
Cover that matches the risk, without the parts you will never claim.
Retirement Planning
Pensions and succession, for you and for the people who work for you.
Risk Management
Finding what would hurt most, then making it less likely.
Technology Consulting
The systems behind the numbers: what to buy, and what to retire.
Quality makes the belief for customers
Case studies
We take every case study very seriously
60
9,200
5,800
100
Our team
The people you will actually speak to
Jason Smith
Managing partner
Jeffrey Rockenson
Head of investments
Martin Alvarez
Tax director
Peter Nowak
Risk consultant
Daniel Osei
Technology consultant
Hannah Byrne
Financial planner
Colin Dubois
Insurance specialist
Marcus Hale
Investment analyst
Testimonials
What our customers say
They found a tax position we had been missing for four years, and then explained it in a way our board could follow.
Roger Scott
Managing director
The plan survived a bad year, which is the only test that matters.
Kwame Mensah
Founder
Straight answers, including the ones we did not want.
Tom Reilly
Finance director
From the blog
Recent from our desk
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Why we still meet in person
A video call is a fine way to review a document. It is a poor way to find…
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What changed in the tax year, and what it means for you
Every year brings a set of changes, most of which will not touch you, and one or two…
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Succession is a process, not an event
Owners tend to think of succession as a single day with a signature on it. In practice the…
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