No hidden fees. No per-client charges. Cancel any time.
For individual advisers running their own firm.
or £45/mo billed annually — save 1 month
For solo advisers who want AI and automation.
or £82/mo billed annually — save 1 month
For growing firms with a team of advisers.
or £182/mo billed annually — save 1 month
For DA networks and large mortgage firms.
All prices exclude VAT. Annual billing charged upfront.
No. Cleera charges a flat monthly subscription with no per-client or per-case fees, ever. Your pricing stays predictable as your business grows.
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.
All prices shown exclude VAT. VAT at the standard UK rate will be applied at checkout.
Sole Trader (£49/mo) covers the full case pipeline, client portal, documents, forms, and compliance audit trail. Solo Pro (£89/mo) adds e-signatures, client retention automation, the firm performance dashboard, and all AI tools — ideal for solo advisers who want automation without paying for multi-adviser seats.
Additional adviser seats can be added to the Firm plan at £59 per seat per month. For larger firms or DA networks with unlimited adviser requirements, please contact us about the Network plan.
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 set up in under five minutes. No setup fees, no per-client charges.
Cancel any time · No setup fees · GDPR compliant