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.
Quality makes the belief for customers
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
Prepare for takeoff