Simple, transparent pricing

No hidden fees. No per-client charges. Cancel any time.

Sole Trader

For individual advisers running their own firm.

£79/mo

or £66/mo billed annually — save 2 months

  • 1 adviser included
  • Up to 75 active cases
  • Branded client portal
  • Document collection & e-signatures
  • Form assignments & templates
  • Automated email reminders
  • Compliance audit trail
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Most popular

Firm

For growing firms with a team of advisers.

£179/mo

or £149/mo billed annually — save 2 months

  • Up to 5 advisers — £39/seat/month extra
  • Unlimited active cases
  • Everything in Sole Trader
  • AI risk flags on every case
  • AI document analysis
  • AI suitability note generator
  • Custom branding & white-label
  • Priority support
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Network

For DA networks and large mortgage firms.

Custom
  • Unlimited advisers
  • Unlimited cases
  • Everything in Firm
  • SSO & advanced RBAC
  • Multi-branch support
  • Dedicated account manager
  • SLA guarantee
  • Custom integrations
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All prices exclude VAT. Annual billing charged upfront.

Frequently asked questions

Are there any per-client or per-case fees?

No. Cleera charges a flat monthly subscription with no per-client or per-case fees, ever. Your pricing stays predictable as your business grows.

Can I cancel at any time?

Yes. There are no lock-in contracts. You can cancel your subscription at any time and your access continues until the end of the billing period.

Do prices include VAT?

All prices shown exclude VAT. VAT at the standard UK rate will be applied at checkout.

What happens if I need more than 5 advisers on the Firm plan?

Additional adviser seats can be added to the Firm plan at £39 per seat per month. For larger firms or DA networks with unlimited adviser requirements, please contact us about the Network plan.

Is Cleera FCA compliant?

Cleera's audit trail captures every action — document approvals, form submissions, status changes, and note additions — with timestamps and user identity. This supports your FCA compliance obligations without any additional setup.

Get started with Cleera today

Get set up in under five minutes. No setup fees, no per-client charges.

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