{"id":3,"date":"2026-09-16T12:05:35","date_gmt":"2026-09-16T12:05:35","guid":{"rendered":"https:\/\/colorlibhub.com\/unioncorp\/home\/"},"modified":"2026-09-16T13:56:47","modified_gmt":"2026-09-16T13:56:47","slug":"home","status":"publish","type":"page","link":"https:\/\/colorlibhub.com\/unioncorp\/","title":{"rendered":"Home"},"content":{"rendered":"\n
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Finance & consultation<\/p>\n\n\n\n

We’re always here to give financial help<\/h1>\n\n\n\n

Planning, investment and risk management for businesses that would rather spend their time on the business.<\/p>\n\n\n\n

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Get started<\/a><\/div>\n\n\n\n
Our services<\/a><\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n\n
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Professional consultants<\/h3>\n\n\n\n

Advisers who have run businesses, not only advised them.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Comprehensive services<\/h3>\n\n\n\n

Tax, investment, lending and risk, under one engagement.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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A culture that delivers<\/h3>\n\n\n\n

The same people from the first meeting to the final report.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Industry experience<\/h3>\n\n\n\n

Twenty-eight years across manufacturing, retail and services.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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About Union Corporation<\/p>\n\n\n\n

More than 40M+ trusted our financial & consultation institution<\/h2>\n\n\n\n

We have been advising businesses for twenty-eight years: what to invest, what to insure, and what to leave alone.<\/p>\n\n\n\n

Our consultants work with founders, finance directors and family businesses across the country.<\/p>\n\n\n\n

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Learn more<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n\n
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Our services<\/p>\n\n\n\n

Our exclusive services we offer for you<\/h2>\n\n\n\n

Eight practices, one team, and a single point of contact.<\/p>\n<\/div>\n\n\n\n

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Financial Planning<\/h3>\n\n\n\n

A plan for the next five years that survives contact with the first one.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Investments Management<\/h3>\n\n\n\n

Portfolios built around what the business actually needs to do.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Business Loan<\/h3>\n\n\n\n

Lending arranged and negotiated, with the terms explained in plain words.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Taxes Consulting<\/h3>\n\n\n\n

Returns, planning and the correspondence nobody wants to open.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Insurance Consulting<\/h3>\n\n\n\n

Cover that matches the risk, without the parts you will never claim.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Retirement Planning<\/h3>\n\n\n\n

Pensions and succession, for you and for the people who work for you.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Risk Management<\/h3>\n\n\n\n

Finding what would hurt most, then making it less likely.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Technology Consulting<\/h3>\n\n\n\n

The systems behind the numbers: what to buy, and what to retire.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n\n

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Why us<\/p>\n\n\n\n

Quality makes the belief for customers<\/h2>\n\n\n\n

Advice you can check: every recommendation comes with the workings, the assumptions and what would have to be true for it to be wrong.<\/p>\n\n\n\n

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Watch the video<\/a><\/div>\n\n\n\n
Read our case studies<\/a><\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n\n
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Case studies<\/p>\n\n\n\n

We take every case study very seriously<\/h2>\n<\/div>\n\n\n\n
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\"Colleagues\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n<\/div>\n\n\n\n
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\"Hands\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n<\/div>\n\n\n\n
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60<\/h3>\n\n\n\n

Years of experience<\/p>\n<\/div>\n<\/div>\n\n\n\n

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9,200<\/h3>\n\n\n\n

Satisfied customers<\/p>\n<\/div>\n<\/div>\n\n\n\n

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5,800<\/h3>\n\n\n\n

Projects completed<\/p>\n<\/div>\n<\/div>\n\n\n\n

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100<\/h3>\n\n\n\n

Awards won<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n\n

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Our team<\/p>\n\n\n\n

The people you will actually speak to<\/h2>\n<\/div>\n\n\n\n
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\"Jason<\/figure>\n\n\n\n

Jason Smith<\/h3>\n\n\n\n

Managing partner<\/p>\n<\/div>\n<\/div>\n\n\n\n

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\"Jeffrey<\/figure>\n\n\n\n

Jeffrey Rockenson<\/h3>\n\n\n\n

Head of investments<\/p>\n<\/div>\n<\/div>\n\n\n\n

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\"Martin<\/figure>\n\n\n\n

Martin Alvarez<\/h3>\n\n\n\n

Tax director<\/p>\n<\/div>\n<\/div>\n\n\n\n

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\"Peter<\/figure>\n\n\n\n

Peter Nowak<\/h3>\n\n\n\n

Risk consultant<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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\"Daniel<\/figure>\n\n\n\n

Daniel Osei<\/h3>\n\n\n\n

Technology consultant<\/p>\n<\/div>\n<\/div>\n\n\n\n

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\"Hannah<\/figure>\n\n\n\n

Hannah Byrne<\/h3>\n\n\n\n

Financial planner<\/p>\n<\/div>\n<\/div>\n\n\n\n

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\"Colin<\/figure>\n\n\n\n

Colin Dubois<\/h3>\n\n\n\n

Insurance specialist<\/p>\n<\/div>\n<\/div>\n\n\n\n

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\"Marcus<\/figure>\n\n\n\n

Marcus Hale<\/h3>\n\n\n\n

Investment analyst<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n\n

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Testimonials<\/p>\n\n\n\n

What our customers say<\/h2>\n<\/div>\n\n\n\n
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They found a tax position we had been missing for four years, and then explained it in a way our board could follow.<\/p>\n\n\n\n

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Roger Scott<\/strong>
Managing director<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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The plan survived a bad year, which is the only test that matters.<\/p>\n\n\n\n

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Kwame Mensah<\/strong>
Founder<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Straight answers, including the ones we did not want.<\/p>\n\n\n\n

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Tom Reilly<\/strong>
Finance director<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n\n

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From the blog<\/p>\n\n\n\n

Recent from our desk<\/h2>\n<\/div>\n\n\n\n
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